Clay Eye Physicians & Surgeons 401(k) Profit Sharing Plan
Sponsored by Harris, Wilcox & Donovan, P.A. Dba Clay Eye Physi · EIN 591910113 · Plan #002
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 114
- With balances
- 198
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $3,206 |
| Mai Capital Management, Llc | Other fees | $0 |
| Economic Group Pension Services | Other services | $0 |
| Morningstar Investment Management | Investment advisory (participants) | $0 |