# Morganton Eye Physicians PA 401(k) Plan
Source: https://planprovider.pro/companies/morganton-eye-physicians-pa-401k-plan

> Morganton Eye Physicians PA's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morganton Eye Physicians PA

- **Sponsor EIN:** 561109834

- **Sponsor Address:** 335 EAST PARKER ROAD, MORGANTON, NC, 286555112

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

- **Total Participants:** 140

- **Total Assets:** $28.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|140|$28.8M|$360,583|$658,715|

| 2023|140|$25.4M|$352,108|$673,940|

| 2022|131|$24.4M|$356,675|$676,738|

## 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|

| DAVIDSON, HOLLAND, WHITESELL & CO.|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|$65,398|$65,398|—|—|—|

| 2023|$55,772|$55,772|—|—|—|

| 2022|$63,790|$63,790|—|—|—|

## Similar Plans

- [Sandhills Pediatrics, INC.](https://planprovider.pro/companies/sandhills-pediatrics-inc-401k-plan) — 137 participants

- [Childrens Health Of Carolina, PA](https://planprovider.pro/companies/childrens-health-of-carolina-pa-401k-plan) — 143 participants

- [Mid-Atlantic Emergency Medical Associates, PLLC](https://planprovider.pro/companies/mid-atlantic-emergency-medical-associates-pllc-401k-plan) — 136 participants

- [Charlotte Gastroenterology & Hepatology, PLLC](https://planprovider.pro/companies/charlotte-gastroenterology-hepatology-pllc-plan-001) — 144 participants

- [Carolinas Pathology Group, P.A.](https://planprovider.pro/companies/carolinas-pathology-group-p-a-plan) — 133 participants

- [Delaney Radiologists, P.A.](https://planprovider.pro/companies/delaney-radiologists-p-a-401k-plan) — 132 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/morganton-eye-physicians-pa-401k-plan)

© 2026 PlanProvider.Pro