AUMdb

North Idaho Eye Institute, Pa 401(k) Profit Sharing Plan

Sponsored by North Idaho Eye Institute, Pa · EIN 820448111 · Plan #003

Total assets
$13.1M
Net assets
$13.1M
Active participants
134
With balances
178

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
Mercer Global Advisors Inc. CRD 147363 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer Global Advisors Investment advisory (participants) $22,645
Ascensus Llc Recordkeeping, Investment management, Participant loan processing $15,253
Powers Stromberg Plan administrator $300