Plan Snapshot
- Plan Sponsor: Wheaton Eye Clinic, Ltd.
- Sponsor EIN: 362709692
- Sponsor Address: 2015 N MAIN ST, WHEATON, IL, 60187
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $54.8M
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 | 214 | $54.8M | $2.1M | $1.4M |
| 2023 | 190 | $60.2M | $1.9M | $1.4M |
| 2022 | 180 | $52.1M | $1.9M | $1.2M |
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 |
|---|---|---|---|---|
| MATHIESON MOYSKI AUSTIN & CO | 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 | $5,312 | $3,751 | — | — | — |
| 2023 | $4,601 | $3,141 | — | — | — |
| 2022 | $3,733 | $2,758 | — | — | — |