# Jervey Eye Group, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/jervey-eye-group-p-a-401k-plan

> Jervey Eye Group, P.A.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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