Spb Hospitality Llc Retirement Savings Plan
Sponsored by Spb Hospitality Llc · EIN 851028712 · Plan #001
- Total assets
- $16.2M
- Net assets
- $15.9M
- Active participants
- 7,917
- With balances
- 638
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $83,252 |
| Osaic Wealth Inc | Investment advisory (plan) | $40,681 |
| Empower Advisory Group, Llc | Investment management | $19,587 |