Recreation Centers Of Sun City West Retirement Plan
Sponsored by Recreation Centers Of Sun City West Inc. · EIN 860374506 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 420
- With balances
- 239
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $76,737 |
| Matthews, Gold, Kennedy & Snow Inc | Contract administrator, Direct payment from the plan, Other services | $3,049 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |