Harvard Eye Associates 401(k) Profit Sharing Plan
Sponsored by Harvard Eye Associates, A Medica · EIN 953873981 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 97
- With balances
- 125
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 |
|---|---|---|
| Seia Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $11,073 |
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $7,687 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,161 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |