Club Car 401(k) Plan
Sponsored by Club Car, Llc · EIN 133488925 · Plan #001
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 1,203
- With balances
- 1,314
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $139,575 |
| One Digital | Investment advisory (plan) | $76,125 |
| Armanino | Accounting | $47,925 |
| Foley & Lardner Llp | Legal | $13,556 |