Ocean Reef Club Employee Savings And Retirement Plan
Sponsored by Ocean Reef Club, Inc. · EIN 650371142 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 1,033
- With balances
- 1,215
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $96,361 |
| Everhart Financial Group Inc Everha | Investment advisory (plan) | $40,000 |
| Bkd Llp | Other fees | $21,029 |