Plan Snapshot
- Plan Sponsor: Jervey Eye Group, P.A.
- Sponsor EIN: 570996196
- Sponsor Address: 601 HALTON ROAD, GREENVILLE, SC, 29607
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $17.3M
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 | 113 | $17.3M | $311,777 | $582,756 |
| 2023 | 101 | $18.8M | $262,129 | $551,780 |
| 2022 | 91 | $16.1M | $254,936 | $499,057 |
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 |
|---|---|---|---|---|
| JENNINGS COOK & CO., CPAS, P.A. | 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 | $21,761 | — | $21,761 | — | — |
| 2023 | $19,784 | — | $19,784 | — | — |
| 2022 | $18,983 | — | $18,983 | — | — |