Plan Snapshot
- Plan Sponsor: Nvision Eye Centers, LLC
- Sponsor EIN: 330863420
- Sponsor Address: 75 ENTERPRISE 200, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 1,365
- Total Assets: $29.0M
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 | 1,365 | $29.0M | $567,633 | $4.4M |
| 2023 | 1,225 | $20.8M | $442,416 | $3.8M |
| 2022 | 1,055 | $14.9M | $355,568 | $2.9M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — 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 | $158,729 | $123,172 | — | — | — |
| 2023 | $125,607 | $101,097 | — | — | — |
| 2022 | $69,752 | $57,625 | $12,127 | — | — |