Dakota Eye 401(k) Plan
Sponsored by Dakota Eye Institute, Pc · EIN 450413089 · Plan #002
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 144
- With balances
- 175
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $42,851 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,526 |
| Empower Advisory Group, Llc | Investment management | $738 |
| Dakota Eye Institute | Other fees | $65 |