Plan Snapshot
- Plan Sponsor: The Eye Academy Of America, Ltd.
- Sponsor EIN: 841596691
- Sponsor Address: 3900 E MEXICO AVE, SUITE 220, DENVER, CO, 80210
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $13.6M
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 | 371 | $13.6M | $761,772 | $1.4M |
| 2023 | 404 | $11.4M | $748,827 | $1.3M |
| 2022 | 384 | $9.5M | $688,791 | $1.3M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY 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 | $106,473 | $55,409 | — | — | — |
| 2023 | $95,229 | $53,795 | — | — | — |
| 2022 | $98,492 | $56,968 | $41,524 | — | — |