Missouri Lions Eye Research Foundation 403(b) Plan
Sponsored by Missouri Lions Eye Research Foundation Dba Saving Sight · EIN 431036995 · Plan #002
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 125
- With balances
- 163
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 |
|---|---|---|
| Heritage Asset Management, Llc CRD 323344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Recordkeeping fees | $39,729 |
| Heritage Asset Management, Llc | Investment management | $21,521 |
| Futureplan By Ascensus | Contract administrator | $5,304 |