Valor Hospitality Partners 401(k) Retirement Savings Plan
Sponsored by Valor Hospitality Partners, Llc · EIN 460931469 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 1,681
- With balances
- 517
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (participants), Investment advisory (plan) | $22,046 |
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management, Shareholder servicing fees | $20,340 |
| Burleigh Consulting Group | Plan administrator, Consulting fees | $3,007 |