Boling Vision Center, Llc Employees' Retirement Plan
Sponsored by Boling Vision Center, Llc · EIN 205040190 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 130
- With balances
- 111
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twg Benefits, Inc. | Claims processing, Recordkeeping, Recordkeeping fees | $11,606 |
| Cibc Private Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $4,270 |
| Mid Atlantic Trust Company | Custodial (securities) | $1,930 |