# Vision Service Plan 401(k) Plan
Source: https://planprovider.pro/companies/vision-service-plan-527325750-502

> Vision Service Plan's 401(k) plan: 666 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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