Plan Snapshot
- Plan Sponsor: Richmond Eye & Ear Healthcare Alliance, INC.
- Sponsor EIN: 541904435
- Sponsor Address: 8700 STONY POINT PKWY, RICHMOND, VA, 232351962
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $17.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 181 | $17.9M | $534,584 | $1.2M |
| 2023 | 164 | $18.5M | $567,150 | $1.1M |
| 2022 | 151 | $16.6M | $493,031 | $1.0M |
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 |
|---|---|---|---|---|
| RYAN DAVID | Auditor | — | — | $0 |
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 | $40,003 | — | $40,003 | — | — |
| 2023 | $38,937 | — | $38,937 | — | — |
| 2022 | $13,071 | — | $13,071 | — | — |