AUMdb

California Retina Associates 401(k) Plan

Sponsored by California Retina Associates, Lp · EIN 330298426 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Forusall Advisors, Llc CRD 167241 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
At Retirement Services, Llc Claims processing, Recordkeeping, Custodial (other) $12,128
Forusall, Inc. Contract administrator, Investment advisory (plan), Investment management fees (direct) $4,079