The Beach Club 401(k) Plan
Sponsored by The Beach Club · EIN 950533060 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 112
- With balances
- 105
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 |
|---|---|---|
| Kestra Investment Services, Llc | Consulting (general), Investment advisory (plan) | $18,452 |
| Transamerica Reitrement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,550 |