AUMdb

International Bay Clubs, Llc Savings And Retirement Plan

Sponsored by International Bay Clubs, Llc · EIN 455490409 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
440
With balances
492

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Baldwin Group Wealth Advisors Investment advisory (plan) $48,654
Empower Annuity Insurance Company Recordkeeping fees $0