Plan Snapshot
- Plan Sponsor: Georgia Eye Institute Of The Se LLC
- Sponsor EIN: 300489823
- Sponsor Address: 4720 WATERS AVE, SAVANNAH, GA, 31404
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $320,472 | $656,283 |
| 2023 | 191 | $15.4M | $342,998 | $643,114 |
| 2022 | 244 | $13.5M | $337,310 | $659,216 |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $39,137 | — | $39,137 |
| NATIONWIDE | Recordkeeper | $37,565 | $1,324 | $38,889 |
| NWRPC LLC | Recordkeeper | $283 | $7,648 | $7,931 |
| PROACCOUNT | Other Service Provider | $6,534 | — | $6,534 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,491
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 | $57,314 | — | — | — | — |
| 2023 | $48,814 | — | $48,814 | — | — |
| 2022 | $41,116 | — | $41,116 | — | — |