National Vision, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (National Vision, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Vision, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by National Vision, Inc. under EIN 58-1910859 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,746 participants and $206,060,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Vision, Inc.
EIN
58-1910859
Plan number
001
Plan type
2
Location
Duluth, GA
Latest filing year
2023
Participants
13,746
End-of-year plan assets
$206,060,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,746H, C20241001075902NAL0003838323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$206,060,149
Total liabilities (EOY)
$209,297
Net assets (EOY)
$205,850,852
Net assets (BOY)
$160,788,951

Income & contributions

Employer contributions
$4,869,321
Participant contributions
$29,789,187
Total contributions
$36,003,193
Total income / additions
$66,551,996

Expenses & distributions

Benefits paid
$20,429,467
Administrative expenses
$1,077,658
Total expenses
$21,490,095
Net increase / (decrease)
$45,061,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,027,658$02023
Atlanta Consulting Group AdvisorsINVESTMENT ADVISOR$50,000not reported in the loaded dataset2023

Related Form 5500 pages