AUMdb

Tourism Holdings Usa, Inc. 401(k) Profit Sharing Plan

Sponsored by El Monte Rents, Inc. · EIN 953538473 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
220
With balances
254

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
Bfsg, Llc CRD 143617 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 Recordkeeping fees $26,607
Bfsg, Llc Investment advisory (plan) $22,879
Empower Advisory Group, Llc Investment management $2,795