# Refocus, INC. 401(k) Plan
Source: https://planprovider.pro/companies/refocus-inc-plan-001

> Refocus, INC.'s 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Refocus, INC.

- **Sponsor EIN:** 050394380

- **Sponsor Address:** 45 GREELEY ST, PROVIDENCE, RI, 029042214

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

- **Total Participants:** 273

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|273|$13.7M|$565,118|$724,769|

| 2023|271|$11.3M|$688,277|$561,594|

| 2022|262|$9.8M|$374,953|$478,636|

## 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|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$3,871|—|—|—|—|

| 2023|$2,232|—|—|—|—|

| 2022|$2,269|—|—|—|—|

## Similar Plans

- [Meeting Street](https://planprovider.pro/companies/meeting-street-401k-plan) — 281 participants

- [United Cerebral Palsy Of Rhode](https://planprovider.pro/companies/united-cerebral-palsy-of-rhode-plan) — 292 participants

- [Family Service Of Rhode Island, INC](https://planprovider.pro/companies/family-service-of-rhode-island-inc-401k-plan) — 242 participants

- [James L. Maher Center](https://planprovider.pro/companies/james-l-maher-center-plan) — 324 participants

- [J. Arthur Trudeau Memorial Center](https://planprovider.pro/companies/j-arthur-trudeau-memorial-center-plan-001) — 333 participants

- [Living In Fulfilling Environme](https://planprovider.pro/companies/living-in-fulfilling-environments-l-i-f-e-inc-401k-plan) — 208 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/refocus-inc-plan-001)

© 2026 PlanProvider.Pro