AUMdb

Escape Lodging, Llc 401(k) Plan

Sponsored by Escape Lodging, Llc · EIN 931328932 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
283
With balances
121

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D Jones & Co Lp Investment advisory (plan) $11,637
Empower Annuity Insurance Company Recordkeeping fees $10,055
Empower Advisory Group, Llc Investment management $790
Morningstar Inc Dba Morningstar Ass Other fees $668