# Ocala Eye, P.A. DC Plan
Source: https://planprovider.pro/companies/ocala-eye-p-a-plan-003

> Ocala Eye, P.A.&#39;s DC plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocala Eye, P.A.

- **Sponsor EIN:** 591363248

- **Sponsor Address:** 1500 SE MAGNOLIA EXTENSION, OCALA, FL, 34471

- **Plan Type:** DC

- **Total Participants:** 174

- **Total Assets:** $27.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|174|$27.8M|$822,966|$841,813|

| 2023|181|$24.3M|$971,453|$724,404|

| 2022|159|$24.4M|$915,139|$625,300|

## 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|

| PURVIS, GRAY & COMPANY, LLP|Auditor|$11,400|—|$11,400|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,400

- **Estimated Expense Ratio:** 0.041% 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|$181,539|$163,553|—|$11,400|—|

| 2023|$166,139|$149,226|$10,400|—|—|

| 2022|$168,213|$161,046|—|—|—|

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