Plan Ledger DOL Form 5500 · updated monthly

Total Vision LLC401(k)

TOTAL VISION LLC 401(K) PLAN · MISSION VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Total Vision LLC reported $54,764 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.17% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,742nd of 9,483), and 6,073rd of 11,911 in health care & social assistance. active participation has grown from 420 to 579 since 2022.

Plan summary
Net assets, end of year$8,970,892
Participants with balances442
Active participants579
Employer contributions$0
Employee contributions$1,979,339
Employer contribution per active participant$0
Average account balance$20,296
Benefits paid to participants$619,293
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 442 accts
2023$6.7M · 450 accts
2022$4.0M · 310 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,790
Investment management$974
Total administrative$54,764
The Total Vision LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Total Vision LLC's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,790

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$54,764 · 0.70%
2023$35,294 · 0.66%
2022$5,204 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · California
Mact Health Board, Inc. CA$9.1M · 0.63%
Equip Health Inc. CA$9.1M · 0.22%
Hinds Hospice CA$9.0M · 0.81%
Masada Homes CA$9.0M · 0.51%
Stanford Youth Solutions CA$8.9M · 0.56%
Alma Family Services CA$8.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825212710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.