AUMdb

Cliffs Club Services 401(k) Plan

Sponsored by Cliffs Club Services, Llc · EIN 455480524 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
415
With balances
424

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. Participant loan processing, Direct payment from the plan, Recordkeeping $40,065
Royal Alliance Associates, Inc. Recordkeeping, Trustee (institutional), Other services $13,575
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0