Eye Associates of Southern Indiana 401(k) match, vesting and fees
What Eye Associates of Southern Indiana'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Cherry Bekaert 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Eye Associates of Southern Indiana: employer contribution per participant | $2,345 | |
| Peer median | $1,468 |
| Eye Associates of Southern Indiana: average balance | $70,224 | |
| Peer median | $37,786 |
| Eye Associates of Southern Indiana: admin expenses ÷ assets | 0.85% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.7M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 192 | $10M | $333K | $2,345 | 0.85% | Not published | Form 5500 ↗ |
| 2023 | 184 | $10.9M | $295K | $2,321 | 0.74% | Not published | Form 5500 ↗ |
| 2022 | 180 | $8.5M | $277K | $2,180 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 185 | $9.7M | $232K | $1,921 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Eye Associates of Southern Indiana match 401(k) contributions?
The match terms for the Eye Associates of Southern Indiana 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $333K in employer contributions, about $2,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eye Associates of Southern Indiana 401(k) match vested?
The vesting schedule for the Eye Associates of Southern Indiana 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eye Associates of Southern Indiana 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Eye Associates of Southern Indiana.
I left Eye Associates of Southern Indiana. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eye Associates of Southern Indiana, (812) 284-0660) or the recordkeeper, Newport Group, Inc.. The Eye Associates of Southern Indiana old 401(k) page lists the contacts from every plan filing. Find an old Eye Associates of Southern Indiana 401(k)
Data from the public Form 5500 annual reports Eye Associates of Southern Indiana filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Eye Associates of Southern Indiana. Not financial advice. Report a correction · Methodology