St. Andrews Country Club Property Owners Association, Inc. 401(k) Plan
Sponsored by St. Andrews Country Club Property Owners Association, Inc. · EIN 592309237 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 243
- With balances
- 291
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $55,094 |
| Definiti, Llc | Named fiduciary, Participant loan processing, Recordkeeping fees | $23,336 |
| Holyfield & Thomas Llc | Accounting | $12,750 |
| Bank Of America Na | Investment advisory (plan) | $3,119 |