AUMdb

Tomoka Eye Associates 401(k)( Profit Sharing Plan & Trust

Sponsored by Tomoka Eye Associates Pa · EIN 593534775 · Plan #002 · Ormond Beach, FL

Total assets
$4.9M
Net assets
$4.9M
Active participants
113
With balances
114

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Investment advisory (participants) $21,992
Paychex Inc Recordkeeping $10,148