Royal Oaks Country Club 401(k) Savings Plan
Sponsored by Royal Oaks Country Club, Inc. · EIN 751291969 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 190
- With balances
- 140
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management | Investment advisory (plan) | $17,742 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $9,011 |