AUMdb

Tetherow Resort Group 401(k) Plan

Sponsored by Tetherow Golf Course Llc · EIN 264348098 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
174
With balances
183

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $18,492
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $7,853
Adp Broker Dealer Shareholder servicing fees, Sub-transfer agency fees $0