Road Scholar Retirement Plan
Sponsored by Elderhostel Inc. · EIN 042632526 · Plan #001
- Total assets
- $98.2M
- Net assets
- $98.2M
- Active participants
- 611
- With balances
- 819
Plan year beginning 10/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $100,412 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $20,800 |
| Fidelity Investments Inst. Ops. Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $860 |