AUMdb

Carolina Eye Retirement Savings Plan & Money Purchase Plan

Sponsored by Carolina Eye Associates, P.A. · EIN 561183309 · Plan #001

Total assets
$30.7M
Net assets
$30.7M
Active participants
262
With balances
439

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. Plan administrator, Recordkeeping $75,422