The Hollywood Roosevelt Hotel 401(k) Plan
Sponsored by Roosevelt Hotel Llc · EIN 954715049 · Plan #002
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 357
- With balances
- 198
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan), Direct payment from the plan | $13,620 |
| Accelerate Investment Advisors | Investment advisory (plan), Direct payment from the plan | $13,434 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $8,145 |