Plan Ledger DOL Form 5500 · updated monthly

Acuity Eyecare Holdings, LLC401(k)

AEG VISION 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Acuity Eyecare Holdings, LLC reported $341,179 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,634 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 641st-largest of 5,688 plans among Texas employers on file, and the 200th of 786 in management of companies. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 2,789 to 4,353 since 2022.

Plan summary
Net assets, end of year$102,396,846
Participants with balances2,999
Active participants4,353
Employer contributions$7,113,651
Employee contributions$15,772,425
Employer contribution per active participant$1,634
Average account balance$34,144
Benefits paid to participants$10,564,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$102.4M · 2,999 accts · $7.1M emplr
2023$71.4M · 2,296 accts · $5.3M emplr
2022$45.9M · 1,813 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$209,599
Investment management$111,155
Audit (IQPA)$20,425
Total administrative$341,179
The Acuity Eyecare Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,634
Median for plans this size$3,635
2024$1,634 per active participant
2023$1,382 per active participant
2022$1,387 per active participant

Acuity Eyecare Holdings, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$209,599
CREATIVE PLANNING LLC · Investment advisory (plan)$111,155
BAKER TILLY US, LLP · Accounting / audit$20,425

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$341,179 · 0.39%
2023$260,771 · 0.44%
2022$199,509 · 0.47%
Same employer
Similar plansManagement of Companies · Texas
Pon North America, Inc. TX$117.8M · 0.16%
Atlantic Aviation Fbo Inc. TX$109.9M · 0.20%
Pvi Holdings, Inc. TX$107.8M · 0.20%
Momentum Platform, LLC TX$98.3M · 0.28%
The Adam Corporation/Group TX$81.3M · 0.23%
Headington Companies, LLC. TX$55.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352582309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.