Plan Snapshot
- Plan Sponsor: Jw Eye Associates, PA
- Sponsor EIN: 752646217
- Sponsor Address: 11442 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75243
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 340 | $19.8M | $167,083 | $1.5M |
| 2023 | 292 | $16.7M | $145,221 | $1.3M |
| 2022 | 213 | $10.8M | $118,023 | $998,941 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,223 | — | $52,223 |
| MMA SECURITIES | Investment Advisor | $35,287 | — | $35,287 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MMA SECURITIES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,510
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 |
|---|---|---|---|---|---|
| 2025 | $104,392 | $10,819 | — | — | — |
| 2024 | $87,759 | $35,536 | — | — | — |
| 2023 | $72,336 | $31,286 | $41,050 | — | — |
| 2022 | $70,442 | $28,139 | $42,303 | — | — |