Clubcorp Individual Investment Plan
Sponsored by Clubcorp · EIN 752114856 · Plan #002
- Total assets
- $83.1M
- Net assets
- $82.7M
- Active participants
- 14,826
- With balances
- 1,076
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $194,574 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $7,573 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |