Everett & Hurite Ophthalmic Association 401(k) Profit Sharing Plan
Sponsored by Everett & Hurite Ophthalmic Association · EIN 251253504 · Plan #003
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 94
- With balances
- 125
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 |
|---|---|---|
| Ironview Capital Management, Llc CRD 150250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ironview Capital Management | Investment advisory (participants) | $38,043 |
| Dunbar, Bender & Zapf, Inc. | Accounting, Contract administrator | $4,975 |
| The Vanguard Group, Inc. | Recordkeeping fees | $3,375 |