AUMdb

Boca Woods Country Club Association 401(k) Plan

Sponsored by Boca Woods Country Club Association, Inc. · EIN 592720777 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
137
With balances
131

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $6,475