Sarasota Yacht Club Inc 401(k) Plan
Sponsored by Sarasota Yacht Club Inc · EIN 590436199 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 92
- With balances
- 152
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 | $12,866 |
| Merrill Lynch Pierce Fenner & Smith | Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping | $5,703 |
| Adp Broker Dealer | Other services, Other fees | $0 |