AUMdb

Ibis 401(k) Retirement Savings Plan

Sponsored by The Club At Ibis Property Owner's Association, Inc. D/B/A The Club At · EIN 650211424 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
539
With balances
487

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
Nfp Retirement Inc Investment advisory (plan) $39,125
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,340