AUMdb

Eye Associates Of Southern Indiana 401(k) Plan

Sponsored by Eye Associates Of Southern Indiana · EIN 351995025 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
164
With balances
142

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
Axiom Financial Strategies Group, Llc CRD 306618 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Axiom Financial Strategies Group Investment advisory (participants), Investment advisory (plan) $56,661
Newport Group, Inc. Recordkeeping $28,112