Eye Center of Oak Ridge 401(k) match, vesting and fees
What Eye Center of Oak Ridge'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 | Epic Advisor, Inc. | Schedule C ↗ |
| Independent auditor | Lbmc, PC (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 Center of Oak Ridge: employer contribution per participant | $4,374 | |
| Peer median | $1,468 |
| Eye Center of Oak Ridge: average balance | $152,406 | |
| Peer median | $37,786 |
| Eye Center of Oak Ridge: admin expenses ÷ assets | 0.78% | |
| 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 $21.3M at the end of plan year 2021 to $18.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 122 | $18.6M | $534K | $4,374 | 0.78% | Not published | Form 5500 ↗ |
| 2023 | 113 | $16.9M | $520K | $4,688 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 111 | $16.3M | $522K | $4,749 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 119 | $21.3M | $526K | $4,454 | 0.74% | Not published | 5500-SF ↗ |
Common questions
Does Eye Center of Oak Ridge match 401(k) contributions?
The match terms for the The Eye Center of Oak Ridge, P.C. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $534K in employer contributions, about $4,374 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eye Center of Oak Ridge 401(k) match vested?
The vesting schedule for the The Eye Center of Oak Ridge, P.C. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eye Center of Oak Ridge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Advisor, Inc.. The plan administrator is Meridian Trust & Investment Company.
I left Eye Center of Oak Ridge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Meridian Trust & Investment Company, (865) 342-4400) or the recordkeeper, Epic Advisor, Inc.. The Eye Center of Oak Ridge old 401(k) page lists the contacts from every plan filing. Find an old Eye Center of Oak Ridge 401(k)
Data from the public Form 5500 annual reports Eye Center of Oak Ridge 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 Center of Oak Ridge. Not financial advice. Report a correction · Methodology