AUMdb

The Mark Hotel 401(k) Plan

Sponsored by Mark 2 Restaurant · EIN 452352171 · Plan #001

Total assets
$2.0M
Net assets
$2.0M
Active participants
248
With balances
313

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
First Great West Life & Annuity Recordkeeping fees $23,049
Alliant Insurance Services Inc. Contract administrator, Investment advisory (plan) $7,854
Empower Advisory Group, Llc Investment management $302