Plan Snapshot
- Plan Sponsor: Eye Surgical Associates, LLC
- Sponsor EIN: 470626698
- Sponsor Address: 1710 SOUTH 70TH STREET, LINCOLN, NE, 68506
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $16.2M | $324,440 | $620,319 |
| 2023 | 127 | $13.6M | $308,120 | $580,161 |
| 2022 | 122 | $10.9M | $286,850 | $534,691 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,853 | — | — | — | — |
| 2023 | $11,483 | — | — | — | — |
| 2022 | $12,101 | — | — | — | $12,101 |