Plan5500

1-800 Contacts, Inc. Retirement And Savings Plan — Form 5500 plan (1-800 Contacts, Inc.)

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, 1-800 Contacts, Inc. Retirement And Savings Plan is a benefit plan reported by 1-800 Contacts, Inc. under EIN 87-0571643 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,511 participants and $61,135,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
1-800 Contacts, Inc.
EIN
87-0571643
Plan number
002
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
1,511
End-of-year plan assets
$61,135,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,511H, C20241007162721NAL0027968752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,135,911
Total liabilities (EOY)
$0
Net assets (EOY)
$61,135,911
Net assets (BOY)
$47,003,955

Income & contributions

Employer contributions
$2,273,380
Participant contributions
$5,489,471
Total contributions
$9,050,998
Total income / additions
$19,144,976

Expenses & distributions

Benefits paid
$4,791,360
Administrative expenses
$216,985
Total expenses
$5,013,020
Net increase / (decrease)
$14,131,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$143,371$02023
Global Retirement Partners LLCADVISOR$52,601not reported in the loaded dataset2023
Tanner LLCACCOUNTANT/AUDITOR$21,013not reported in the loaded dataset2023

Related Form 5500 pages