One Off Hospitality Group, Ltd. 401(k) Plan
Sponsored by One Off Hospitality Group, Ltd. · EIN 202337928 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 313
- With balances
- 187
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,411 |
| Cliftonlarsonallen Wealth Advisors | Investment advisory (plan) | $13,962 |
| Map Retirement Usa Llc | Contract administrator | $2,502 |
| Leafhouse Financial Advisors, Llc | Other fees | $1,761 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $4.0M | 313 | ack 20251009121446NAL0006963361001 |
| 01/01/2021 | $2.8M | 185 | ack 20250129145914NAL0008800563001 |