Golf & Tennis Pro Shop, Inc. 401(k) Plan
Sponsored by Golf & Tennis Pro Shop, Inc. · EIN 562415052 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.5M
- Active participants
- 2,103
- With balances
- 802
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $45,531 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $31,583 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |