# Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physicians & Surgeons DB Plan
Source: https://planprovider.pro/companies/harris-wilcox-donovan-p-a-dba-clay-eye-physicians-surgeons-plan-005

> Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physicians & Surgeons's DB plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physicians & Surgeons

- **Sponsor EIN:** 591910113

- **Sponsor Address:** 2023 PROFESSIONAL CENTER DRIVE, ORANGE PARK, NJ, 32073

- **Plan Type:** DB

- **Total Participants:** 107

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$2.8M|$931,263|$0|

| 2023|105|$1.7M|$830,000|$0|

| 2022|79|$828,898|$828,898|$0|

## 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|

| ENNIS, PELLUM, & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ENNIS, PELLUM, & ASSOCIATES](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harris-wilcox-donovan-p-a-dba-clay-eye-physicians-surgeons-plan-005)

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