Hea Clinic, P.A. 401(k) Plan
Sponsored by Hea Clinic, P.A. Dba Houston Eye Associates · EIN 760512625 · Plan #001
- Total assets
- $66.5M
- Net assets
- $66.5M
- Active participants
- 511
- With balances
- 665
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 |
|---|---|---|
| The Vanguard Group, Imc. | Recordkeeping, Recordkeeping fees, Other investment fees and expenses | $83,065 |
| Pinnacle Plan Design, Llc | Contract administrator | $72,531 |
| Houston Eye | Investment management fees (direct) | $47,851 |
| Weinstein Spira | Accounting | $24,000 |