The Country Club At Dc Ranch Employees Savings Trust
Sponsored by The Country Club At Dc Ranch · EIN 860859289 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 193
- With balances
- 206
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 |
|---|---|---|
| Wellspring Financial, Llc CRD 288023 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,403 |
| Wellspring Financial Partners | Investment advisory (plan) | $26,148 |