Beach Eye Care 401(k) And Profit Sharing Plan
Sponsored by Beach Eye Care, Inc. · EIN 541577646 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 109
- With balances
- 171
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $16,151 |
| Newport Group | Recordkeeping, Custodial (other), Participant loan processing | $12,248 |