Plan Snapshot
- Plan Sponsor: The Eye Physicians, LLC
- Sponsor EIN: 842440535
- Sponsor Address: 262 NEIL AVENUE - SUITE 420, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $37.6M
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 | 175 | $37.6M | $1.1M | $1.1M |
| 2023 | 254 | $30.7M | $1.4M | $1.2M |
| 2022 | 204 | $28.7M | $1.3M | $1.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY | RECORDKEEPER | $79,148 | — | $79,148 |
| THE JOSEPH GROUP LLC | INVESTMENT ADVISOR | $9,145 | — | $9,145 |
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK TRUST COMPANY — RECORDKEEPER
- PW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,293
- Estimated Expense Ratio: 0.235% 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 | $82,656 | — | — | — | — |
| 2023 | $95,642 | $33,912 | — | — | — |
| 2022 | $74,199 | $24,140 | $39,523 | — | $10,536 |