Plan Snapshot
- Plan Sponsor: Ophthalmic Partners, PA
- Sponsor EIN: 752664866
- Sponsor Address: 1201 SUMMIT AVENUE, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $12.2M
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 | 103 | $12.2M | $215,511 | $416,214 |
| 2023 | 99 | $10.3M | $218,341 | $438,171 |
| 2022 | 87 | $7.4M | $139,654 | $394,166 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
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 | $318,246 | — | $40,211 | — | — |
| 2023 | $211,619 | — | $34,687 | — | — |
| 2022 | $39,457 | — | — | — | $39,457 |