AUMdb

Lexington Eye Associates, Inc. Retirement Savings Plan

Sponsored by Lexington Eye Associates, Inc. · EIN 042460789 · Plan #001

Total assets
$40.8M
Net assets
$40.8M
Active participants
134
With balances
167

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Moneta Group Investment Advisors, Llc CRD 104727 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Moneta Group Investment Advisors Ll Investment advisory (plan) $62,680
The Angell Pension Group Inc Contract administrator $6,780
Capital Group Retirement Plan Servi Recordkeeping fees $2,031