Cherokee Town & Country Club 401(k) Retirement Plan
Sponsored by Cherokee Town & Country Club, Inc. · EIN 580659988 · Plan #002
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 393
- With balances
- 496
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $134,579 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |
| Frazier & Deeter | Accounting, Other fees | $0 |