Ocean Reef Club Employee Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Investment Menu Quality. Ocean Reef Club Employee Savings and Retirement Plan currently has over 600 active participants and over $15.6M in plan assets.
|1.||Ivy Large Cap Growth||18%|
|2.||Ivy Science & Technology||10%|
|3.||Hartford Life Fixed Account||9%|
Pesonal And Confidential
35 Ocean Reef Dr Ste 200
Key Largo, FL 33037
|Industry||All Other Traveler Accommodation|
|Net Plan Assets||$15,600,000|
|Avg Account Balance||$33,000|
|Callawassie Island Company, L.P.||58.9|
|World Travel Holdings||58.8|
|Kuoni Destination Management USA||58.0|
|Insurance Advisor/Broker||TBS Agency, Inc.|
|Investment Adviser||Mesirow Financial|
|Auditor||Dixon Hughes Goodman, LLC|
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BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.