# Vision Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vision-management-services-llc-401k-plan

> Vision Management Services, LLC's 401(k) plan: 4,374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vision Management Services, LLC

- **Sponsor EIN:** 821291115

- **Sponsor Address:** 325 WEST HURON STREET, SUITE 700, CHICAGO, IL, 60654

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

- **Total Participants:** 4,374

- **Total Assets:** $31.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|4,374|$31.0M|$0|$8.4M|

| 2023|4,256|$23.4M|$0|$7.7M|

| 2022|3,424|$13.2M|$0|$6.6M|

## 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|

| PCS RETIREMENT LLC|TPA|$249,825|—|$249,825|

| MH CPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCS RETIREMENT LLC](https://planprovider.pro/provider/pcs-retirement-llc) — TPA

- [MH CPA PLLC](https://planprovider.pro/provider/mh-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,825

- **Estimated Expense Ratio:** 0.805% 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|$249,823|—|$249,823|—|—|

| 2023|$72,848|—|$72,848|—|—|

| 2022|$73,832|$4,995|$68,837|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vision-management-services-llc-401k-plan)

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