AUMdb

Pga Tour Employees Savings Plan

Sponsored by Pga Tour, Inc · EIN 520999206 · Plan #002

Total assets
$291M
Net assets
$291M
Active participants
2,909
With balances
4,371

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Fayez Sarofim & Co., Llc CRD 106584 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $42,087
Gallagher Fiduciary Advisors Llc Investment management, Direct payment from the plan $41,500
Fayez Sarofim & Co Investment management, Direct payment from the plan $37,076
Assurance Dimensions Accounting, Direct payment from the plan $8,000
Charles Schwab & Co., Inc. Shareholder servicing fees $0