Plan profile · 2023
THE CLUB MANAGEMENT ASSOCIATION OF AMERICA
CLUB RETIREMENT PLAN · –
Sponsor contact
Address1733 KING STREET, ALEXANDRIA
State / ZIPVA 22314
Phone7037399500
EIN / Plan #530235732 / 003
Plan health
Assets (EOY)$221M
Participants6,392
Avg balance$35k
Employer contrib$6M
Distributions$19M
Red flags
Delinquent contribs$508k
Fidelity bond$1M
Bond adequate?yes
AuditorHANCOCK ASKEW & CO., LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| EVERHART FINANCIAL GROUP INC. | 811449683 | $362k |
| EMPOWER RETIREMENT ADVISORY SERVICE | – | $317k |
| HOBART PRIVATE CAPITAL LLC | – | $14k |
| LPL FINANCIAL, LLC | 952834236 | $13k |
| CAP FINANCIAL PARTNERS LLC | – | $10k |
| CASE PEARLMAN RETIREMENT PLAN ADVIS | 451600395 | $2k |