Eagle Physicians And Associates, P.A. Employees' Savings And Retirement Plan
Sponsored by Eagle Physicians And Associates, P.A · EIN 561847193 · Plan #001
- Total assets
- $82.4M
- Net assets
- $82.4M
- Active participants
- 377
- With balances
- 512
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $62,502 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $60,918 |