Northwood Club 401(k) Plan
Sponsored by Northwood Club, Inc. · EIN 750723170 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 143
- With balances
- 162
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 |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Commerce Street Investment Advisor, Llc CRD 144278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $22,682 |
| Beacon Pointe Advisors Llc | Investment advisory (plan) | $11,235 |
| Empower Advisory Group, Llc | Investment management | $9,010 |
| Commerce Street Investment Advisor | Investment advisory (plan) | $5,863 |