Plan Snapshot
- Plan Sponsor: Laurel Eye Clinic Group
- Sponsor EIN: 251375158
- Sponsor Address: 50 WATERFORD PIKE, BROOKVILLE, PA, 15825
- Plan Type: DC
- Total Participants: 99
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $16.1M | $132,772 | $377,467 |
| 2023 | 113 | $15.1M | $158,263 | $392,818 |
| 2022 | 131 | $13.0M | $329,217 | $451,663 |
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 |
|---|---|---|---|---|
| LALLY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LALLY & COMPANY — 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 | $68,426 | — | — | — | — |
| 2023 | $59,377 | — | — | — | — |
| 2022 | $55,852 | $55,852 | — | — | — |