The San Antonio Country Club Retirement Savings Plan
Sponsored by The San Antonio Country Club · EIN 740878940 · Plan #003
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 144
- With balances
- 206
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 |
|---|---|---|
| Resources Investment Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $33,386 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $24,450 |
| Peggy S. Edge Cpa Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,500 |
| Peggy S. Edge Cpa Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,500 |
| Crescendo Retirement Plan Advisors, | Recordkeeping, Consulting (pension), Direct payment from the plan | $6,459 |