Plan Snapshot
- Plan Sponsor: The Eye Care Group, P.C.
- Sponsor EIN: 060967923
- Sponsor Address: 1201 WEST MAIN STREET, SUITE 100, WATERBURY, CT, 06708
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 103 | $21.0M | $495,524 | $552,716 |
| 2023 | 91 | $22.5M | $488,243 | $534,317 |
| 2022 | 101 | $19.1M | $287,241 | $485,354 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $60,742 | — | $60,742 | — | — |
| 2023 | $98,408 | — | $98,408 | — | — |
| 2022 | $75,355 | — | $75,355 | — | — |