Bel Air Country Club Retirement Savings Plan
Sponsored by Bel Air Country Club · EIN 950537630 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 105
- With balances
- 122
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $73,992 |
| Mercer Investments Llc | Consulting (general), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |