Plan Snapshot
- Plan Sponsor: Wisconsin Vision, INC.
- Sponsor EIN: 391296491
- Sponsor Address: 16800 W. CLEVELAND, NEW BERLIN, WI, 53151
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $19.2M
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 | 235 | $19.2M | $367,315 | $797,643 |
| 2023 | 216 | $16.3M | $331,180 | $689,036 |
| 2022 | 202 | $14.1M | $301,792 | $629,406 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISOR | — | $49,439 | $49,439 |
| PPG RETIREMENT PLAN SERVICES | TPA | — | $8,558 | $8,558 |
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,997
- Estimated Expense Ratio: 0.302% 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 |
|---|---|---|---|---|---|
| 2024 | $90,876 | — | $90,876 | — | — |
| 2023 | $70,320 | — | — | — | — |
| 2022 | $71,241 | — | $71,241 | — | — |