AUMdb

Pacific Cataract And Laser Institute, Inc. Pc 401(k) Plan

Sponsored by Pacific Cataract And Laser Institute, Inc., Pc · EIN 911394965 · Plan #002

Total assets
$92.8M
Net assets
$92.8M
Active participants
632
With balances
556

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group Investment advisory (plan) $36,000
Pension Plan Specialists Pc Contract administrator $25,291
Empower Annuity Insurance Company Recordkeeping fees $0