Twin Cities Eye Consultants 401(k) Plan
Sponsored by Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants · EIN 410947717 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 151
- With balances
- 180
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 |
|---|---|---|
| Accredited Investors Inc CRD 105439 | deterministic · 100% | 2024 |
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accredited Investors Inc | Investment advisory (participants) | $81,912 |
| Christensen Group Financial Llc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,192 |