Plan Snapshot
- Plan Sponsor: The Eye Center Of Oak Ridge, P.C.
- Sponsor EIN: 621602224
- Sponsor Address: 90 VERMONT AVENUE, OAK RIDGE, TN, 37830
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $18.6M
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 | 82 | $18.6M | $533,687 | $384,227 |
| 2023 | 70 | $16.9M | $520,404 | $362,965 |
| 2022 | 77 | $16.3M | $522,414 | $364,062 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $137,964 | $124,565 | $2,256 | — | — |
| 2023 | $115,157 | $102,045 | $2,804 | — | — |
| 2022 | $115,022 | $100,976 | $14,046 | — | — |