AUMdb

Hotel Valencia Corporation 401(k) Plan

Sponsored by Hotel Valencia Corporation · EIN 760649836 · Plan #002

Total assets
$9.2M
Net assets
$9.2M
Active participants
571
With balances
185

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwestern Mutual Wm Investment advisory (participants), Investment advisory (plan), Investment management $34,254
American United Life Insurance Co. Recordkeeping, Participant loan processing, Participant communication $1,772