AUMdb

Hospitality Industry 401 K Plan

Sponsored by Board Of Trustees Hospitality Industry 401 K Plan · EIN 522231158 · Plan #001

Total assets
$54.1M
Net assets
$54.0M
Active participants
5,781
With balances
5,901

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
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Associated Administrators Llc Contract administrator, Direct payment from the plan $246,497
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $102,810
Novak Francella, Llc Accounting, Direct payment from the plan $12,477
Bredhoff & Kaiser Legal, Direct payment from the plan $8,295
Meketa Investment Group Inc Investment advisory (plan), Investment management fees (direct) $5,000