AUMdb

Wls 401(k) Plan

Sponsored by White Lodging Services Corporation · EIN 351656847 · Plan #001

Total assets
$74.2M
Net assets
$73.9M
Active participants
5,483
With balances
1,957

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees $154,978
Katz Sapper & Miller Direct payment from the plan $15,000