AUMdb

3401 Hoteliers, L.P. Profit Sharing Plan

Sponsored by 3401 Hoteliers, L.P. · EIN 202378315 · Plan #001

Total assets
$2.1M
Net assets
$2.1M
Active participants
1,353
With balances
98

Plan year beginning 01/01/2019 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $13,433
Principal Securities Inc Other services, Other commissions $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0

Filing history

Plan year Assets Participants Source
01/01/2019 $2.1M 1,353 ack 20250813193737NAL0005041475001
01/01/2018 $1.3M 946 ack 20250813193454NAL0026198882001