AUMdb

Fraser Eye Care Center 401(k) Employee Savings Plan

Sponsored by Michigan Eye Care Provider, Pllc · EIN 813867909 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
125
With balances
161

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $25,651
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $16,011