Omni Ophthalmic Management Consultants 401(k) Profit Sharing Plan
Sponsored by Omni Ophthalmic Management Consultants Llc · EIN 223768675 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 431
- With balances
- 530
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 |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Trust Company Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $71,435 |
| Hauser Retirement Solutions Llc | Investment advisory (plan) | $45,102 |
| Cliftonlarsonallen Llp | Accounting | $25,375 |
| Planned Retirement Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,524 |