# Lions World Vision Institute I 403(b) Plan
Source: https://planprovider.pro/companies/lions-eye-institute-for-transplant-403b-plan

> Lions World Vision Institute I's 403(b) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lions World Vision Institute I

- **Sponsor EIN:** 591458151

- **Sponsor Address:** 1410 N 21ST ST, TAMPA, FL, 336055313

- **Plan Type:** 403(b)

- **Total Participants:** 368

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|368|$10.4M|$711,166|$957,159|

| 2023|133|$9.0M|$91,366|$126,888|

| 2022|110|$4.3M|$327,913|$379,929|

## 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|

| UBS FINANCIAL SERVICES, INC.RPCS|ADVISOR|$21,309|—|$21,309|

| PAYCHEX, INC.|RECORDKEEPER|$19,312|—|$19,312|

| ASSURANCE DIMENSIONS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.RPCS](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,621

- **Estimated Expense Ratio:** 0.391% of plan assets

### 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|$44,986|$21,309|$22,817|—|—|

| 2023|$2,724|—|$2,581|—|—|

| 2022|$25,153|—|—|—|—|

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