Philadelphia Country Club 401(k) Retirement Plan
Sponsored by Philadelphia Country Club · EIN 230969350 · Plan #003
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 157
- With balances
- 187
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 |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $35,935 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,888 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |