AUMdb

Century Golf 401(k) Savings Plan

Sponsored by Golf Management Operating, Llc · EIN 880528324 · Plan #003

Total assets
$38.8M
Net assets
$38.8M
Active participants
2,556
With balances
1,323

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ta Retirement Solutions, Llc Recordkeeping, Participant loan processing, Investment management fees (indirect) $84,924
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $27,676
Kestra Advisory Services, Llc Insurance services, Investment advisory (plan), Insurance brokerage commissions $18,990