Clubessential Holdings, Llc 401(k) Plan
Sponsored by Clubessential Holdings, Llc · EIN 813166532 · Plan #001
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 517
- With balances
- 470
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Horan Securities Inc. | Investment advisory (plan) | $30,222 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $12,439 |
| Newport Trust Company | Trustee (institutional), Direct payment from the plan | $9,178 |