Employers › LCA Vision
Recordkeeping fees per participant · LCA Vision, Inc 401(k) Retirement Plan · plan year 2024
$12.76
Higher than 13% of the 14,075 plans $10 to 50M that report it.
= $11,538 / 904
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905115718NAL0017166881001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905115718NAL0017166881001, received 2025-09-05
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-05.
Administrative expenses excluding investment management, per participant
$54.83
Higher than 27% of the 24,371 plans $10 to 50M that report it.
= $49,569 / 904
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905115718NAL0017166881001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905115718NAL0017166881001, received 2025-09-05
Administrative expenses per participant
$94.69
Higher than 26% of the 25,098 plans $10 to 50M that report it.
= $85,598 / 904
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905115718NAL0017166881001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905115718NAL0017166881001, received 2025-09-05
Administrative expenses as a share of assets
0.218%
Higher than 38% of the 25,132 plans $10 to 50M that report it.
= $85,598 / $39,230,234
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905115718NAL0017166881001, received 2025-09-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905115718NAL0017166881001, received 2025-09-05
Employer contributions per participant
$518
Higher than 7% of the 24,050 plans $10 to 50M that report it.
= $468,537 / 904
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905115718NAL0017166881001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905115718NAL0017166881001, received 2025-09-05
Employer share of total contributions
9.4%
Higher than 5% of the 24,084 plans $10 to 50M that report it.
= $468,537 / $4,995,767
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905115718NAL0017166881001, received 2025-09-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905115718NAL0017166881001, received 2025-09-05
Plan terms are described in LCA Vision, Inc.'s SEC filings: Form 10-K filed 2014-03-12. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250905115718NAL0017166881001, received 2025-09-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LCA VISION, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Plan name | LCA VISION, INC 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Sponsor EIN / plan number | 11-2882328 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Sponsor location | CINCINNATI, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Industry (business code) | 561210, Administrative and support and waste management services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Filing received | 2025-09-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Participants, beginning of year | 1,016 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Active participants | 617 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Participants, end of year | 940 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Participants with an account balance | 904 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total assets, beginning of year | $33,620,923 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total assets, end of year | $39,230,234 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Net assets, end of year | $39,098,005 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total income | $9,892,881 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Net income | $5,610,932 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Employer contributions | $468,537 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Participant contributions | $3,416,903 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Other contributions (incl. rollovers) | $1,110,327 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total contributions | $4,995,767 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Benefit payments | $4,184,929 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total expenses (incl. benefit payments) | $4,281,949 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Total administrative expenses | $85,598 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Contract administrator fees | $27,222 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Recordkeeping fees | $11,538 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Investment advisory and management fees | $36,029 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Administrative expenses excluding investment management | $49,569 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Held in common/collective trusts | $946,793 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Held in mutual funds | $36,606,449 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250905115718NAL0017166881001, received 2025-09-05 |
| Independent auditor | CLARK, SCHAEFER, HACKETT & CO. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250905115718NAL0017166881001, received 2025-09-05 |
Position = column in the DOL layout for form year 2024. Filing 20250905115718NAL0017166881001, received 2025-09-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NEWPORT GROUP, INC.recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $38,846 | yes |
| PNC INSTITUTIONAL ASSET MANAGEMENT | ADVISOR | 27 Investment advisory (plan) | $36,029 | no |
| NEWPORT TRUST COMPANY | TRUSTEE | 21 Trustee (bank, trust company or similar); 25 Trustee (directed) | $10,809 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250905115718NAL0017166881001, received 2025-09-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $33,620,923 | $39,230,234 | 16.7% |
| Participants with a balance | 946 | 904 | -4.4% |
| Administrative expenses | $70,296 | $85,598 | 21.8% |
| Recordkeeping fees per participant | $8.77 | $12.76 | 45.6% |
| Employer contributions | $460,456 | $468,537 | 1.8% |
Prior filing 20241015093027NAL0014314051001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: LCA VISION, INC.; SEC registrant: LCA VISION INC (CIK 1003130, matched by EIN).