AUMdb

Four Seasons Hotels Retirement Benefit Plan

Sponsored by Four Seasons Hotels Limited Pension & Profit Sharing Committee · EIN 980057100 · Plan #333

Total assets
$979M
Net assets
$978M
Active participants
16,110
With balances
18,590

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
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $909,861
Mercer Investments Llc Investment advisory (plan), Direct payment from the plan $577,508
Usi Consulting Group Contract administrator, Investment advisory (plan), Direct payment from the plan $185,396
Kpmg Llp Accounting, Direct payment from the plan $61,868