Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - MODA HEALTH
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EYE CARE PHYSICIANS & SURGEONS, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 160 | 2024 | |
| 003 | EYE CARE PHYSICIANS & SURGEONS, INC. CASH BALANCE PLAN | CashBalance | $5.9M | 132 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EYE CARE PHYSICIANS AND SURGEONS, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | MODA HEALTH | $757K | 109 | 2025 |