AUMdb

Mt. Ogden Eye Center, Llc Profit Sharing 401(k) Plan

Sponsored by Mt. Ogden Eye Center, Llc · EIN 870617733 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
165
With balances
447

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
Uma Financial Services Inc Investment advisory (plan) $37,794
Empower Advisory Group, Llc Investment management $14,139