Plan Snapshot
- Plan Sponsor: Visionworks Of America, INC.
- Sponsor EIN: 251801124
- Sponsor Address: 19100 RIDGEWOOD PKWY BUILDING 1, 7T, SAN ANTONIO, TX, 78259
- Plan Type: 401(k)
- Total Participants: 11,301
- Total Assets: $159.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,301 | $159.9M | $3.9M | $10.5M |
| 2023 | 5,459 | $147.2M | $3.7M | $10.8M |
| 2022 | 6,706 | $139.7M | $4.6M | $10.9M |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $182,123 | $2,516 | $34,304 | — | — |
| 2023 | $190,025 | — | $187,505 | — | — |
| 2022 | $191,066 | — | $188,016 | — | — |