AUMdb

Grossnickle Eye Center 401(k) Retirement Plan

Sponsored by Grossnickle Eye Center · EIN 351464840 · Plan #006

Total assets
$19.2M
Net assets
$19.2M
Active participants
116
With balances
130

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
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sym Financial Advisors Investment advisory (participants), Investment advisory (plan) $46,429
Kt Administrators, Llc Recordkeeping, Consulting (pension), Participant loan processing $18,634