AUMdb

The Cypress Of Raleigh Club 401 K Plan

Sponsored by The Cypress Of Raleigh Club Inc. · EIN 202818389 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
298
With balances
138

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
Gallagher Fiduciary Advisors Llc Recordkeeping, Direct payment from the plan, Recordkeeping fees $5,837
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $2,623