AUMdb

Maine Eye Center, P.A. Profit Sharing Plan

Sponsored by Maine Eye Center, P.A. · EIN 010329291 · Plan #001

Total assets
$26.7M
Net assets
$26.7M
Active participants
165
With balances
214

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $34,254
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $15,347
Downeast Pension Services Recordkeeping, Participant loan processing, Recordkeeping fees $4,174