Hospitality Partners 401(k) Plan
Sponsored by Hospitality Partners, Llc · EIN 232435492 · Plan #002
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 108
- With balances
- 96
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa P.C. | Accounting | $29,800 |
| Global Retirement Partners Llc | Investment advisory (plan) | $12,269 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,273 |