Eye Health Northwest, P.C. 401(k) Profit Sharing Plan And Trust
Sponsored by Eye Health Northwest, P.C. · EIN 931014730 · Plan #002
- Total assets
- $92.9M
- Net assets
- $92.9M
- Active participants
- 473
- With balances
- 708
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $61,401 |
| Empower Annuity Insurance Company | Recordkeeping fees | $38,297 |
| Empower Advisory Group, Llc | Investment management | $29,192 |