University Club Of Chicago 401(k) Savings Plan
Sponsored by University Club Of Chicago · EIN 361901470 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 188
- With balances
- 230
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 |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Sub-transfer agency fees | $15,864 |
| Embree Financial Group | Investment advisory (plan) | $15,510 |