AUMdb

Eye Surgeons Associates, P.C. Retirement Plan

Sponsored by Eye Surgeons Associates, P.C. · EIN 421160748 · Plan #002

Total assets
$27.5M
Net assets
$27.5M
Active participants
132
With balances
143

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
Investment Consulting Group Inc CRD 106967 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Investment Consulting Group Inc Investment advisory (plan) $19,614
Empower Annuity Ins Co Of America Recordkeeping fees $15,879
Brooke Cline & Associates, Llc Contract administrator $12,352
Empower Advisory Group, Llc Investment management $2,216