La Jolla Beach And Tennis Club 401(k) Plan
Sponsored by La Jolla Beach And Tennis Club Partners L.P. · EIN 330265921 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 405
- With balances
- 526
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Jmjrg, Inc CRD 309992 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $39,433 |
| Compliance Administration Dba | Other fees | $22,609 |
| Redwood Private Wealth, Llc | Investment advisory (plan) | $20,842 |
| Empower Advisory Group, Llc | Investment management | $5,916 |
| Jmjrg Inc | Investment advisory (plan) | $4,686 |