# Tallman Eye Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/tallman-eye-associates-p-c-plan

> Tallman Eye Associates, P.C.'s 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tallman Eye Associates, P.C.

- **Sponsor EIN:** 042624483

- **Sponsor Address:** 360 MERRIMACK ST, LAWRENCE, MA, 01843

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

- **Total Participants:** 68

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|68|$10.7M|$399,102|$290,390|

| 2023|77|$9.1M|$0|$283,428|

| 2022|84|$8.1M|$364,816|$269,037|

## 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|

| THIRD PARTY ADMINISTRATORS, INC.|TPA|$5,006|—|$5,006|

| JOHNSON O'CONNOR FERON & CARUCCI LL|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,006

- **Estimated Expense Ratio:** 0.047% 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|$69,190|—|$69,190|—|—|

| 2023|$57,816|—|$57,816|—|—|

| 2022|$54,395|—|$54,395|—|—|

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