AUMdb

Providence Hospitality Partners 401(k) Plan

Sponsored by Providence Hospitality Partners Llc · EIN 841610444 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
434
With balances
112

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group Llc Investment management $7,625
Transamerica Life Insurance Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $4,985
Empower Annuity Insurance Company Recordkeeping fees $1,425
Definiti, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $500
Mesirow Financial, Inc. Investment advisory (plan) $95