Oakland Hills Country Club Non Union Retirement Plan
Sponsored by Oakland Hills Country Club · EIN 380888860 · Plan #002
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 165
- With balances
- 249
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 |
|---|---|---|
| Verde Capital Management, Inc. CRD 147179 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Verde Capital Management | Investment advisory (plan) | $39,698 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $22,683 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,952 |