Eye Centers Of America 401(K) — Form 5500 plan (Eye Centers Of America, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eye Centers Of America 401(K) is a benefit plan reported by Eye Centers Of America, LLC under EIN 27-3654710 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $12,195,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eye Centers Of America, LLC
EIN
27-3654710
Plan number
001
Plan type
2
Location
Bloomfield, NJ
Latest filing year
2023
Participants
364
End-of-year plan assets
$12,195,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20241015152857NAL0028934945002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,195,511
Net assets (EOY)
$12,195,511
Net assets (BOY)
$9,045,144

Income & contributions

Participant contributions
$1,395,837
Total contributions
$2,160,852
Total income / additions
$3,474,079

Expenses & distributions

Benefits paid
$193,239
Administrative expenses
$57,307
Total expenses
$323,712
Net increase / (decrease)
$3,150,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sfi Advisors, LLCINVESTMENT/FINANCIAL ADVI$38,163not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$19,144$02023

Related Form 5500 pages