Woolfson Eye Institute 401(k) Plan
Sponsored by Jbear Enterprises, Llc · EIN 582597373 · Plan #002
- Total assets
- $922K
- Net assets
- $922K
- Active participants
- 162
- With balances
- 159
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $2,907 |
| Benedetti Gucer & Associates | Investment advisory (plan) | $2,285 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $900 |