Nickco Hospitality Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Nickco Hospitality Llc · EIN 261439243 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 492
- With balances
- 497
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,426 |
| Creative Planning Holdco Llc Dba | Investment advisory (plan) | $7,156 |
| Reilly Financial Advisors Llc | Other fees | $2,785 |