# Wisconsin Vision, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-vision-inc-401k-plan

> Wisconsin Vision, INC.'s 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Wisconsin Vision Associates, INC.](https://planprovider.pro/companies/wisconsin-vision-associates-inc-401k-plan) — 344 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wisconsin-vision-inc-401k-plan)

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