# Graystone Ophthalmology Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/graystone-ophthalmology-associates-p-a-401k-plan

> Graystone Ophthalmology Associates, P.A.'s 401(k) plan: 292 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graystone Ophthalmology Associates, P.A.

- **Sponsor EIN:** 560962483

- **Sponsor Address:** 2424 CENTURY PLACE SE, HICKORY, NC, 28602

- **Plan Type:** 401(k)

- **Total Participants:** 292

- **Total Assets:** $30.7M

## 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|292|$30.7M|$500,041|$824,788|

| 2023|280|$27.3M|$1.2M|$845,549|

| 2022|212|$22.8M|$954,323|$737,141|

## 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|

| DAVIDSON, HOLLAND, WHITESELL & CO.|Auditor|—|—|$0|

## 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|$72,746|—|$72,746|—|—|

| 2023|$62,528|$150|$62,378|—|—|

| 2022|$61,979|—|$61,979|—|—|

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