The Lakes Country Club Association, Inc. 401(k) Plan
Sponsored by The Lakes Country Club Association, Inc. · EIN 953792265 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 176
- With balances
- 106
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $38,218 |
| Ubs Financial Services | Investment advisory (plan) | $20,298 |
| Kb Actuarial, Inc | Contract administrator | $2,666 |