# Midwest Vision Partners Management Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/midwest-vision-partners-management-holdings-llc-401k-plan

> Midwest Vision Partners Management Holdings, LLC's 401(k) plan: 1,428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midwest Vision Partners Management Holdings, LLC

- **Sponsor EIN:** 834609074

- **Sponsor Address:** 500 W. MADISON ST., SUITE 3110, CHICAGO, IL, 60661

- **Plan Type:** 401(k)

- **Total Participants:** 1,428

- **Total Assets:** $57.8M

## 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|1,428|$57.8M|$2.5M|$4.9M|

| 2023|1,365|$47.6M|$2.5M|$4.7M|

| 2022|1,287|$36.9M|$2.0M|$4.4M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$103,238|—|$103,238|

| KESTRA ADVISORY SERVICES.|NONE|$77,949|—|$77,949|

| CORRIGAN KRAUSE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $181,187

- **Estimated Expense Ratio:** 0.314% 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|$181,187|$77,949|$103,238|—|—|

| 2023|$149,119|$69,103|$80,016|—|—|

| 2022|$167,388|$87,567|$79,821|—|—|

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