Tahoe Club Company, Llc 401(k) Savings & Retirement Plan
Sponsored by Tahoe Club Company, Llc · EIN 680465142 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 64
- With balances
- 216
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 |
|---|---|---|
| Merril Lynch, Pierce, Fenner & Smit | Investment advisory (plan) | $12,261 |
| Lincoln National Corporation | Contract administrator | $11,086 |
| The Retirement Advantage Inc | Recordkeeping | $2,103 |