Plan Snapshot
- Plan Sponsor: Vizion Health - Oklahoma, LLC
- Sponsor EIN: 475231054
- Sponsor Address: 130 A STREET SOUTHWEST, MIAMI, OK, 743546806
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 390 | $3.3M | $208,300 | $368,242 |
| 2023 | 143 | $2.6M | $211,476 | $380,043 |
| 2022 | 366 | $2.0M | $0 | $314,455 |
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 |
|---|---|---|---|---|
| HOOD AND ASSOCIATES CPAS PC | 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 | $12,280 | — | $12,280 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $8,666 | $8,666 | — | — | — |