AUMdb

The Olympic Club Retirement Advantage Plan

Sponsored by The Olympic Club · EIN 940732930 · Plan #002

Total assets
$29.5M
Net assets
$29.5M
Active participants
115
With balances
182

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,742