Eye Care Physicians & Surgeons 401(k) match, vesting and fees
What Eye Care Physicians & Surgeons' 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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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 Care Physicians & Surgeons: employer contribution per participant | $994 | |
| Peer median | $1,468 |
| Eye Care Physicians & Surgeons: average balance | $100,027 | |
| Peer median | $37,786 |
| Eye Care Physicians & Surgeons: admin expenses ÷ assets | 0.67% | |
| 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 $15M at the end of plan year 2021 to $15.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 160 | $15.8M | $157K | $994 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 145 | $14.1M | $467K | $3,361 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 150 | $12.2M | $452K | $3,118 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 147 | $15M | $481K | $3,275 | 0.60% | Not published | Form 5500 ↗ |
Other Eye Care Physicians & Surgeons plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Eye Care Physicians & Surgeons, Inc. Cash Balance Plan
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.
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Eye Care Physicians & Surgeons match 401(k) contributions?
The match terms for the Eye Care Physicians & Surgeons, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $157K in employer contributions, about $994 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eye Care Physicians & Surgeons 401(k) match vested?
The vesting schedule for the Eye Care Physicians & Surgeons, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eye Care Physicians & Surgeons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Eye Care Physicians & Surgeons, Inc.
I left Eye Care Physicians & Surgeons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eye Care Physicians & Surgeons, Inc, (503) 585-2022) or the recordkeeper, Epic Retirement Plan Services. The Eye Care Physicians & Surgeons old 401(k) page lists the contacts from every plan filing. Find an old Eye Care Physicians & Surgeons 401(k)
Data from the public Form 5500 annual reports Eye Care Physicians & Surgeons 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 Care Physicians & Surgeons. Not financial advice. Report a correction · Methodology