Plan Snapshot
- Plan Sponsor: Visioncorps
- Sponsor EIN: 231352349
- Sponsor Address: 244 N. QUEEN STREET, LANCASTER, PA, 17603
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 244
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 244 | $9.7M | $0 | $0 |
| 2024 | 202 | $7.9M | $496,711 | $592,130 |
| 2023 | 170 | $8.8M | $372,932 | $452,731 |
| 2022 | 151 | $7.1M | $376,420 | $479,018 |
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 | $67,984 | — | $67,984 |
| DUNBAR BENDER & ZAPF INC. | Other Service Provider | $44,094 | $5,557 | $49,651 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,635
- Estimated Expense Ratio: 1.215% 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 |
|---|---|---|---|---|---|
| 2025 | $756,954 | — | $44,094 | — | — |
| 2024 | $59,045 | — | $59,045 | — | — |
| 2023 | $51,332 | — | $51,332 | — | — |
| 2022 | $62,956 | — | $62,956 | — | — |