# Vision Service Plan 401(k) Plan
Source: https://planprovider.pro/companies/vision-service-plan-plan-001

> Vision Service Plan's 401(k) plan: 5,853 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:** 941632821

- **Sponsor Address:** 3333 QUALITY DRIVE, RANCHO CORDOVA, CA, 95670

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

- **Total Participants:** 5,853

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,853|$1.5B|$68.3M|$46.4M|

| 2023|5,776|$1.3B|$60.9M|$42.3M|

| 2022|5,266|$1.1B|$53.8M|$37.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$511,315|—|$511,315|

| SAGEVIEW ADVISORY GROUP LLC|INVESTMENT ADVISOR|$195,963|—|$195,963|

| PRUDENTIAL INVESTMENT MANAGEMENT SE|NONE|$2,358|$7,883|$10,241|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $717,519

- **Estimated Expense Ratio:** 0.049% 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|$1,014,438|$150,003|$103,420|—|—|

| 2023|$874,246|$166,669|$653,116|$7,875|—|

| 2022|$934,054|—|—|—|—|

## Similar Plans

- [California Physicians Service, Dba Blue Shield Of Ca](https://planprovider.pro/companies/california-physicians-service-dba-blue-shield-of-ca-401k-plan) — 7,533 participants

- [Pacific Life Insurance Company](https://planprovider.pro/companies/pacific-life-insurance-company-401k-plan) — 3,436 participants

- [California Physicians Service Dba Blue Shield Of California](https://planprovider.pro/companies/california-physicians-service-dba-blue-shield-of-california-plan) — 2,287 participants

- [Scan Group](https://planprovider.pro/companies/scan-group-401k-plan) — 2,121 participants

- [Liberty Dental Plan Corporation](https://planprovider.pro/companies/liberty-dental-plan-corporation-401k-plan) — 1,049 participants

- [Vsp Ventures Optometric Solutions LLC](https://planprovider.pro/companies/vsp-ventures-optometric-solutions-llc-plan) — 357 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vision-service-plan-plan-001)

© 2026 PlanProvider.Pro