Plan Snapshot
- Plan Sponsor: Vision Service Plan
- Sponsor EIN: 527325750
- Sponsor Address: 3333 QUALITY DRIVE, RANCHO CORDOVA, CA, 956707985
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 666
- Total Assets: $80.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 666 | $80.4M | $7.5M | $907,880 |
| 2023 | 573 | $73.5M | $6.8M | $752,433 |
| 2022 | 565 | $66.5M | $7.8M | $799,762 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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 | $3,128,731 | — | $95,164 | — | — |
| 2023 | $4,225,295 | — | $191,564 | — | — |
| 2022 | $78,589 | — | $78,589 | — | — |