Club Assist Us Llc/Joint Ventures Retirement Plan
Sponsored by Club Assist Us Llc · EIN 980361710 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 193
- With balances
- 218
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 |
|---|---|---|
| Alpha Capital Management Group Llc CRD 283624 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alpha Capital Management Group | Investment advisory (plan) | $24,477 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,634 |
| Ozurovich & Associates | Accounting | $11,500 |