Ocala Eye, P.A. Restated Profit Sharing Plan
Sponsored by Ocala Eye, P.A. · EIN 591363248 · Plan #003
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 174
- With balances
- 218
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 |
|---|---|---|
| Personal Financial Profiles Inc CRD 109327 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Bank | Investment management, Direct payment from the plan | $88,264 |
| Personal Financial Profiles In | Investment advisory (participants), Direct payment from the plan | $75,289 |
| Purvis Gray And Company Llp | Accounting, Direct payment from the plan | $11,400 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,586 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $222 |