Fairfield Glade Community Club Retirement Plan
Sponsored by Fairfield Glade Community Club · EIN 710425507 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 374
- With balances
- 198
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 |
|---|---|---|
| Witt Financial Group, Llc CRD 156462 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,196 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $14,925 |
| Witt Financial Group Llc | Investment advisory (plan) | $12,039 |