American Academy of Ophthalmology 401(k) match, vesting and fees
What American Academy of Ophthalmology's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| American Academy of Ophthalmology: employer contribution per participant | $8,786 | |
| Peer median | $1,803 |
| American Academy of Ophthalmology: average balance | $371,451 | |
| Peer median | $48,934 |
| American Academy of Ophthalmology: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $107M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 288 | $107M | $2.5M | $8,786 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does American Academy of Ophthalmology match 401(k) contributions?
The match terms for the American Academy of Ophthalmology, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $8,786 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Academy of Ophthalmology 401(k) match vested?
The vesting schedule for the American Academy of Ophthalmology, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Academy of Ophthalmology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Pentegra Services, Inc.
I left American Academy of Ophthalmology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, ADP, Inc.. The American Academy of Ophthalmology old 401(k) page lists the contacts from every plan filing. Find an old American Academy of Ophthalmology 401(k)
Data from the public Form 5500 annual reports American Academy of Ophthalmology filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American Academy of Ophthalmology. Not financial advice. Report a correction · Methodology