AUMdb

Eyecare Medical Group Employee Stock Ownership 401(k) Plan

Sponsored by Eyecare Medical Group · EIN 010358257 · Plan #002

Total assets
$18.8M
Net assets
$18.8M
Active participants
138
With balances
179

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $36,944
Empower Annuity Insurance Co Of Am Recordkeeping fees $19,941
Envestnet Retirement Solutions Llc Other fees $7,057
Blue Ridge Esop Associates Contract administrator $2,975
Gwfs Equities, Inc. Shareholder servicing fees $0
Empower Financial Services , Inc. Shareholder servicing fees $0