# Harvard Eye Associates, A Medica 401(k) Plan
Source: https://planprovider.pro/companies/harvard-eye-associates-a-medica-401k-plan

> Harvard Eye Associates, A Medica's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harvard Eye Associates, A Medica

- **Sponsor EIN:** 953873981

- **Sponsor Address:** 23961 CALLE DE LA MAGDALENA, LAGUNA HILLS, CA, 92653

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

- **Total Participants:** 97

- **Total Assets:** $8.8M

## 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|97|$8.8M|$270,107|$613,173|

| 2023|105|$8.3M|$292,623|$623,230|

| 2022|108|$6.1M|$262,416|$551,655|

## 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|

| SEIA LLC|INVESTMENT/FINANCIAL ADVI|$11,073|—|$11,073|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$7,687|—|$7,687|

| LSL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [LSL, LLP](https://planprovider.pro/provider/lsl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,760

- **Estimated Expense Ratio:** 0.214% of plan assets

### 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|$22,921|$18,760|—|—|—|

| 2023|$38,730|$37,570|—|—|—|

| 2022|$18,481|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harvard-eye-associates-a-medica-401k-plan)

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