Brittain Resorts & Hotels 401(k) Plan
Sponsored by Brittain Resorts & Hotels Llc · EIN 208927856 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 542
- With balances
- 208
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,547 |
| Wellth Advisory Services, Llc | Consulting (general), Investment advisory (plan) | $20,811 |
| Smith Sapp Professional Association | Accounting, Direct payment from the plan | $11,020 |