Plan Snapshot
- Plan Sponsor: Mann Eye Center, PA
- Sponsor EIN: 470914928
- Sponsor Address: 2316 TIMBER SHADOWS DRIVE SUITE 208, KINGWOOD, TX, 77339
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $26.0M
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 | 408 | $26.0M | $680,374 | $1.8M |
| 2023 | 374 | $21.5M | $613,267 | $1.5M |
| 2022 | 349 | $17.4M | $516,527 | $1.3M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — 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 | $122,224 | $28,276 | — | — | — |
| 2023 | $81,563 | $22,456 | — | — | — |
| 2022 | $103,774 | $83,526 | $20,248 | — | — |