Los Altos Golf & Country Club 401(k) Plan
Sponsored by Los Altos Golf & Country Club · EIN 940639250 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 93
- With balances
- 96
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 |
|---|---|---|
| Vita Planning Group Llc CRD 312323 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $18,110 |
| Vita Planning Group Llc | Investment advisory (plan) | $13,746 |
| Empower Advisory Group, Llc | Investment management | $6,272 |