Plan Ledger DOL Form 5500 · updated monthly

The Eye Academy of America, LTD.401(k)

THE EYE ACADEMY OF AMERICA, LTD. 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

The Eye Academy of America, LTD. reported $106,473 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,053 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 3 years on file its reported administrative ratio has held roughly steady near 0.85%. 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 the 682nd-largest of 1,461 plans among Colorado employers on file, and the 4,785th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,553,440
Participants with balances409
Active participants371
Employer contributions$761,772
Employee contributions$1,351,388
Employer contribution per active participant$2,053
Average account balance$33,138
Benefits paid to participants$2,576,146
Plan auditUnmodified (clean) audit opinion
AuditorBROCK AND COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 409 accts · $762K emplr
2023$11.4M · 432 accts · $749K emplr
2022$9.5M · 366 accts · $689K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,064
Investment management$55,409
Total administrative$106,473
The The Eye Academy of America, LTD. 401(k) match · 2024
Employer contribution per active participant$2,053
Median for plans this size$2,416
2024$2,053 per active participant
2023$1,854 per active participant
2022$1,794 per active participant

The Eye Academy of America, LTD.'s 2024 employer contribution ran below 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$55,409

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$106,473 · 0.85%
2023$95,229 · 0.91%
2022$98,492 · 0.90%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Tru Community Care CO$13.6M · 0.46%
Onpoint Medical Group, LLC CO$12.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841596691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.