Plan Snapshot
- Plan Sponsor: Vision Partners LLC
- Sponsor EIN: 371882078
- Sponsor Address: 11419 W. PALMETTO PARK ROAD, BOCA RATON, FL, 33497
- Plan Type: 401(k)
- Total Participants: 681
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 681 | $50.9M | $1.3M | $2.8M |
| 2023 | 720 | $40.6M | $1.2M | $2.7M |
| 2022 | 433 | $23.6M | $724,300 | $1.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $161,198 | $16,883 | $144,315 | — | — |
| 2023 | $189,185 | — | — | — | — |
| 2022 | $114,879 | — | — | — | — |