Eye Surgeons Of Richmond, Inc. Profit Sharing Plan & Trust
Sponsored by Eye Surgeons Of Richmond, Inc. · EIN 541119248 · Plan #001
- Total assets
- $68.8M
- Net assets
- $68.8M
- Active participants
- 335
- With balances
- 609
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Clearing, Llc | Investment advisory (plan), Direct payment from the plan | $110,772 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $103,022 |
| Harris, Hardy & Johnstone, P.C. | Accounting, Direct payment from the plan | $17,700 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |