Plan Snapshot
- Plan Sponsor: Staar Surgical Company
- Sponsor EIN: 953797439
- Sponsor Address: 1911 WALKER AVENUE, MONROVIA, CA, 91016
- Plan Type: 401(k)
- Total Participants: 754
- Total Assets: $65.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 754 | $65.5M | $3.4M | $6.3M |
| 2023 | 712 | $47.6M | $2.7M | $5.2M |
| 2022 | 584 | $33.7M | $2.0M | $3.9M |
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 |
|---|---|---|---|---|
| MUN CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUN CPAS — 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 | $251,365 | — | $251,365 | — | — |
| 2023 | $186,581 | — | $186,581 | — | — |
| 2022 | $154,220 | — | $9,440 | — | — |