Ashford Hospitality Advisors 401(k) Savings Plan
Sponsored by Ashford, Inc. · EIN 465292553 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 213
- With balances
- 249
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Whitley Penn Llp | Accounting | $40,170 |
| Osaic Wealth Inc | Investment advisory (plan) | $38,083 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $33,380 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $27.2M | 213 | ack 20251013152732NAL0002315824001 |
| 01/01/2020 | $14.5M | 69 | ack 20250213155415NAL0039909696001 |