Plan Snapshot
- Plan Sponsor: Grossnickle Eye Center
- Sponsor EIN: 351464840
- Sponsor Address: 2251 DUBOIS DRIVE, WARSAW, IN, 46580
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 116 | $19.2M | $204,029 | $683,043 |
| 2023 | 119 | $18.6M | $185,157 | $634,810 |
| 2022 | 116 | $17.1M | $170,542 | $595,277 |
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 |
|---|---|---|---|---|
| ATM & COMPANY CPAS | 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 | $69,472 | $46,429 | — | — | — |
| 2023 | $69,807 | $48,876 | — | $7,800 | — |
| 2022 | $68,254 | — | — | — | $68,254 |