# Ophthalmic Consultants Of Boston, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ophthalmic-consultants-of-boston-inc-042500346-002

> Ophthalmic Consultants Of Boston, INC.'s 401(k) plan: 541 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ophthalmic Consultants Of Boston, INC.

- **Sponsor EIN:** 042500346

- **Sponsor Address:** 50 STANIFORD STREET, SUITE 600, BOSTON, MA, 02114

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

- **Plan Number:** 002

- **Total Participants:** 541

- **Total Assets:** $116.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|541|$116.6M|$2.6M|$3.2M|

| 2023|516|$106.3M|$2.2M|$3.4M|

| 2022|563|$92.9M|$1.7M|$3.5M|

## 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|

| ICAPITAL ELITE|Other Service Provider|$113,353|—|$113,353|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$79,196|—|$79,196|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,549

- **Estimated Expense Ratio:** 0.165% 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|$192,549|—|—|—|—|

| 2023|$184,176|—|—|—|—|

| 2022|$192,045|—|—|—|—|

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