Club Retirement Plan
Sponsored by The Club Management Association Of America · EIN 530235732 · Plan #003
- Total assets
- $263M
- Net assets
- $263M
- Active participants
- 7,235
- With balances
- 5,168
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Kathmere Capital Management, Llc CRD 305118 | fuzzy_auto · 97% | 2024 |
| Hobart Private Capital, Llc CRD 168494 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $537,366 |
| Everhart Financial Group Inc. | Investment advisory (plan) | $470,065 |
| Empower Advisory Group, Llc | Investment management | $402,139 |
| Dcsretire, Inc | Contract administrator | $232,889 |
| Hancock Askew & Co. Llp | Accounting | $46,770 |
| Kathmere Capital Mgt Llc | Investment advisory (plan) | $23,364 |
| Everhart Financial Group Inc | Other fees | $18,420 |
| Hobart Private Capital Llc | Investment advisory (plan) | $17,166 |
| Lpl Financial, Llc | Investment advisory (plan) | $15,048 |
| Dcsretire Inc | Other fees | $1,499 |
| Morgan Stanley Smith Barney | Other commissions | $0 |