AUMdb

Sanibel Captiva Beach Resorts, Llc

Sponsored by Sanibel Captiva Beach Resorts, Llc · EIN 474282773 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
112
With balances
130

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
Nationwide Recordkeeping, Custodial (other), Custodial (securities) $9,119
Pension Financial Services, Inc. Contract administrator, Consulting (pension) $5,941
Peak Brokerage Services Llc Investment management, Investment management fees (direct) $0