AUMdb

Mann Eye Institute 401(k) Plan

Sponsored by Mann Eye Center, Pa · EIN 470914928 · Plan #002

Total assets
$26.0M
Net assets
$26.0M
Active participants
408
With balances
449

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 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
Empower Annuity Insurance Company O Recordkeeping fees $83,448
Lpl Financial Investment advisory (plan) $22,781
Mann Eye Center Pa Other fees $10,500
Onedigital Investment Advisors Llc Investment advisory (plan) $5,016
Empower Advisory Group, Llc Investment management $479