Gailey Eye Clinic, Ltd. 401 K Retirement Savings Plan
Sponsored by Gailey Eye Clinic, Ltd. · EIN 370924192 · Plan #002
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 238
- With balances
- 287
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping fees, Distribution (12b-1) fees | $26,297 |
| Securities America, Inc | Investment advisory (plan) | $19,093 |
| Mesirow | Investment advisory (plan) | $13,061 |
| Osaic Wealth Inc. | Investment advisory (plan) | $7,090 |
| Future Plan By Ascensus | Distribution (12b-1) fees | $3,925 |