AUMdb

Bridgeview Eye Partners Retirement Savings Plan

Sponsored by Bridgeview Eye Partners · EIN 351845786 · Plan #001

Total assets
$24.3M
Net assets
$24.3M
Active participants
952
With balances
988

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Dimensional Fund Advisors Lp CRD 106482 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $134,707
Dimensional Funds Investment management, Shareholder servicing fees $0
Pimco Funds Investment management, Shareholder servicing fees $0
Jp Morgan Funds Investment management, Shareholder servicing fees $0
Hartford Mutual Funds Investment management, Shareholder servicing fees $0
Principal Fund Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0