Balboa Bay Club Bargaining Unit Plan
Sponsored by International Bay Clubs, Llc · EIN 455490409 · Plan #003
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 191
- With balances
- 129
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) | $10,064 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |