Laurel Eye Clinic Group Retirement Plan And Trust Agreement
Sponsored by Laurel Eye Clinic Group · EIN 251375158 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 99
- With balances
- 138
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $36,885 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,575 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $2,968 |
| Metro Benefits, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,300 |