Hei Hotels And Resorts 401(k) Plan
Sponsored by Merritt Hospitality Llc · EIN 522353526 · Plan #001
- Total assets
- $198M
- Net assets
- $198M
- Active participants
- 10,066
- With balances
- 4,655
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 |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $419,872 |
| Mayflower Financial Advisors Llc | Investment advisory (plan) | $55,000 |
| Cohnreznick Llp | Accounting | $40,950 |