Plan Snapshot
- Plan Sponsor: Marion Eye Centers, Ltd.
- Sponsor EIN: 371073951
- Sponsor Address: 1200 W DEYOUNG, MARION, IL, 629594437
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $17.9M
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 | 213 | $17.9M | $703,171 | $706,445 |
| 2023 | 209 | $15.2M | $349,744 | $637,365 |
| 2022 | 206 | $12.7M | $354,400 | $682,978 |
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 |
|---|---|---|---|---|
| ATLAS CPAS AND ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPAS AND ADVISORS PLLC — 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 | $3,300 | — | $3,300 | — | — |
| 2023 | $2,835 | — | $2,835 | — | — |
| 2022 | $2,900 | — | $2,900 | — | — |