AUMdb

Troon Golf, L.L.C. 401(k) Plan

Sponsored by Troon Golf, L.L.C. · EIN 860832529 · Plan #001

Total assets
$334M
Net assets
$334M
Active participants
26,625
With balances
33,384

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $1,511,945
Sageview Advisory Group, Llc Investment management $100,000
Sageview Advisory Group, Llc Investment advisory (plan) $90,254
Cbiz Operations Inc Dba Cbiz Cpas Accounting $50,470