AUMdb

Texas Retina Associates Retirement Plan

Sponsored by Texas Retina Associates · EIN 751362336 · Plan #002

Total assets
$40.3M
Net assets
$40.3M
Active participants
263
With balances
325

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $22,021