AUMdb

On Top Of The World Communities, Llc 401(k) Plan

Sponsored by On Top Of The World Communities, Llc · EIN 596059413 · Plan #333

Total assets
$16.6M
Net assets
$16.6M
Active participants
715
With balances
675

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
Empower Annuity Insurance Recordkeeping fees, Investment management $53,058
Nfp Retirement Inc Investment advisory (plan) $40,105
Florida Retirement Consultants Contract administrator $21,408
Duggan, Joiner And Company, Cpas Accounting $15,500