AUMdb

Eye Surgical Associates 401(k) Plan

Sponsored by Eye Surgical Associates, Llc · EIN 470626698 · Plan #003

Total assets
$16.2M
Net assets
$16.2M
Active participants
124
With balances
146

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
Union Bank & Trust Company Recordkeeping, Consulting (pension), Trustee (institutional) $11,853
Matrix Clearance And Settlement Securities brokerage, Sub-transfer agency fees $0