AUMdb

Berkeley Eye Center 401 K Plan

Sponsored by Berkeley Eye Institute, Pllc · EIN 432012505 · Plan #002

Total assets
$16.0M
Net assets
$16.0M
Active participants
625
With balances
485

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
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $36,795