# Panhandle Eye Group, LLP 401(k) Plan
Source: https://planprovider.pro/companies/panhandle-eye-group-llp-401k-plan

> Panhandle Eye Group, LLP&#39;s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panhandle Eye Group, LLP

- **Sponsor EIN:** 752741195

- **Sponsor Address:** 7400 FLEMING AVE, AMARILLO, TX, 79106

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

- **Total Participants:** 168

- **Total Assets:** $16.1M

## 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|168|$16.1M|$243,673|$695,296|

| 2023|178|$13.7M|$248,328|$689,348|

| 2022|156|$11.0M|$226,786|$611,164|

## 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|

| ARISTA WEALTH MANAGEMENT, LLC|INVESTMENT ADVISOR|$63,343|—|$63,343|

| PCS RETIREMENT LLC|CONTRACT ADMINISTRATOR|$28,141|—|$28,141|

| BROWN, GRAHAM & COMPANY, P.C.|AUDITOR|—|—|$0|

### Verified Provider Profiles

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

- [ARISTA WEALTH MANAGEMENT, LLC](https://planprovider.pro/provider/arista-wealth-management-llc) — INVESTMENT ADVISOR

- [PCS RETIREMENT LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,484

- **Estimated Expense Ratio:** 0.569% 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|$91,484|$63,343|$28,141|—|—|

| 2023|$90,474|$45,843|$44,631|—|—|

| 2022|$90,035|$50,207|$21,648|—|$18,180|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/panhandle-eye-group-llp-401k-plan)

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