# Tri-Century Eye Care, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/tri-century-eye-care-p-c-401k-plan

> Tri-Century Eye Care, P.C.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-Century Eye Care, P.C.

- **Sponsor EIN:** 861072293

- **Sponsor Address:** 319 SECOND STREET PIKE, SOUTHAMPTON, PA, 18966

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

- **Total Participants:** 89

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|89|$22.2M|$545,611|$476,698|

| 2023|92|$19.0M|$535,762|$499,671|

| 2022|92|$15.5M|$496,567|$480,705|

## 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|

| VALLEY FORGE INVESTMENT CONSULANTS|INVESTMENT ADVISORY|$41,616|—|$41,616|

| JOHN HANCOCK|RECORDKEEPER|$20,884|—|$20,884|

| JOSEPH P. MELVIN COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [JOSEPH P. MELVIN COMPANY LLC](https://planprovider.pro/provider/joseph-p-melvin-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,500

- **Estimated Expense Ratio:** 0.281% 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|$62,500|$41,616|$20,884|—|—|

| 2023|$49,931|$34,050|$15,881|—|—|

| 2022|$51,232|$34,395|$16,837|—|—|

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