AUMdb

Eyecare Partners 401(k) Plan

Sponsored by Clarkson Eyecare, Inc. · EIN 431213749 · Plan #001

Total assets
$512M
Net assets
$512M
Active participants
7,775
With balances
6,289

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $510,781
Ai Capital Management Llc Other fees $182,588
Creative Planning Consulting (general), Other fees $140,660
Plante & Moran Pllc Consulting (general), Other fees $17,500
Armanino Llp Consulting (general), Other fees $15,547