Southern College Of Optometry Defined Contribution Plan
Sponsored by Southern College Of Optometry · EIN 620548917 · Plan #002
- Total assets
- $80.6M
- Net assets
- $80.6M
- Active participants
- 241
- With balances
- 386
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Participant communication, Direct payment from the plan | $87,915 |
| Cbiz Investment Advisory Services | Investment advisory (participants), Investment advisory (plan) | $51,868 |