AUMdb

Midwest Eye Care 401(k) Plan

Sponsored by Midwest Eye Care, P.C. · EIN 470805428 · Plan #001

Total assets
$33.6M
Net assets
$33.5M
Active participants
196
With balances
238

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $41,700
Usi Advisors Inc Investment advisory (plan) $18,750