Expotel Hospitality Services, Llc, 401(k) Plan
Sponsored by Expotel Hospitality Services, Llc · EIN 721456101 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 405
- With balances
- 0
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,541 |
| Bourgeois Bennett | Accounting | $10,500 |
| Sma Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,050 |
| Mesirow Financial, Inc | Investment advisory (plan) | $737 |