Us Eye 40(k) Retirement Savings Plan
Sponsored by Cfs Management, Llc · EIN 834228141 · Plan #002
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 963
- With balances
- 663
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 |
|---|---|---|
| Cecilco | Investment management | $58,634 |
| Merrill Lynch Perce Fenner & Smith | Investment advisory (plan) | $53,238 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $32,921 |
| Empower Advisory Group, Llc | Investment management | $26,831 |
| Assurance Dimensions | Accounting | $17,255 |
| Kb Pension Services, Inc. | Contract administrator | $5,829 |