Tri Century Eye Care, P.C. 401(k) Profit Sharing Plan
Sponsored by Tri Century Eye Care, P.C. · EIN 861072293 · Plan #002
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 89
- With balances
- 113
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valley Forge Investment Consulants | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $41,616 |
| John Hancock | Recordkeeping | $20,884 |