Plan Ledger DOL Form 5500 · updated monthly

Eye Surgical Associates, LLC401(k)

EYE SURGICAL ASSOCIATES 401(K) PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Eye Surgical Associates, LLC reported $11,853 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,616 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 0.10% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (291st of 565), and the 4,274th of 11,911 in health care & social assistance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,167,445
Participants with balances146
Active participants124
Employer contributions$324,440
Employee contributions$620,319
Employer contribution per active participant$2,616
Average account balance$110,736
Benefits paid to participants$778,559
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 146 accts · $324K emplr
2023$13.6M · 150 accts · $308K emplr
2022$10.9M · 140 accts · $287K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,853
Total administrative$11,853
The Eye Surgical Associates, LLC 401(k) match · 2024
Employer contribution per active participant$2,616
Median for plans this size$2,416
2024$2,616 per active participant
2023$2,426 per active participant
2022$2,351 per active participant

Eye Surgical Associates, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
UNION BANK & TRUST COMPANY · Recordkeeping · Pension consulting$11,853
MATRIX CLEARANCE AND SETTLEMENT · Securities brokerageindirect comp

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

Recordkeeper by year2
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,853 · 0.08%
2023$11,483 · 0.09%
2022$12,101 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Providence Medical Center NE$17.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470626698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.