Plan Snapshot
- Plan Sponsor: Wisconsin Vision Associates, INC.
- Sponsor EIN: 391418138
- Sponsor Address: 35263 W. STATE STREET, BURLINGTON, WI, 53105
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $28.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 344 | $28.1M | $1.0M | $2.1M |
| 2023 | 307 | $23.2M | $913,081 | $1.9M |
| 2022 | 300 | $17.8M | $794,814 | $1.6M |
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 |
|---|---|---|---|---|
| VRAKAS ADVISORS LLC | 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 | $87,504 | $42,004 | $11,139 | — | — |
| 2023 | $67,817 | $38,461 | $655 | — | — |
| 2022 | $64,730 | $32,516 | $32,214 | — | — |