AUMdb

Eye Specialists Of Mid Florida, P.A. 401(k) Plan

Sponsored by Eye Specialists Of Mid Florida, P.A. · EIN 591268685 · Plan #001

Total assets
$17.9M
Net assets
$17.9M
Active participants
165
With balances
241

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Advus Financial Partners Llc Investment advisory (plan) $33,328
Empower Annuity Insurance Company Recordkeeping fees $32,556
Bunting Tripp & Ingley Llp Accounting $13,150
Definiti Llc Contract administrator $10,464
Empower Advisory Group, Llc Investment management $2,774