Plan Snapshot
- Plan Sponsor: Medical Eye Center INC
- Sponsor EIN: 930603046
- Sponsor Address: 1333 E BARNETT RD, MEDFORD, OR, 975048219
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 163 | $14.8M | $541,668 | $706,974 |
| 2023 | 154 | $12.9M | $312,640 | $633,567 |
| 2022 | 162 | $12.6M | $312,186 | $572,526 |
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 |
|---|---|---|---|---|
| KDP CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $9,110 | $9,110 | — | — | — |
| 2023 | $15,310 | $15,310 | — | — | — |
| 2022 | $19,989 | $1,084 | $18,905 | — | — |