AUMdb

Southeastern Retina Associates, Pc Profit Sharing 401 K Plan

Sponsored by Southeastern Retina Associates, Pc · EIN 621094813 · Plan #002

Total assets
$37.3M
Net assets
$37.3M
Active participants
241
With balances
385

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $36,460
Acuff & Associates, Inc. Other services, Other fees $0