# Total Vision LLC 401(k) Plan
Source: https://planprovider.pro/companies/total-vision-llc-plan-001

> Total Vision LLC's 401(k) plan: 579 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Total Vision LLC

- **Sponsor EIN:** 825212710

- **Sponsor Address:** 27271 LAS RAMBLAS STE 210, MISSION VIEJO, CA, 926918041

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

- **Total Participants:** 579

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|579|$9.0M|$0|$2.0M|

| 2023|630|$6.7M|$0|$2.0M|

| 2022|420|$4.0M|$0|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$53,790|—|$53,790|

| HASKELL & WHITE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,790

- **Estimated Expense Ratio:** 0.600% 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|$54,764|$974|—|—|—|

| 2023|$35,294|$101|—|—|—|

| 2022|$5,204|—|—|—|—|

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