AUMdb

Grand Traverse Resort And Spa Retirement Plan

Sponsored by Grand Traverse Resort And Spa, Llc · EIN 320077845 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
475
With balances
1,175

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
Newport Group, Inc. Contract administrator, Recordkeeping $104,225