The Willard Inter Continental Hotel Retirement Plan
Sponsored by Willard Associates · EIN 581349933 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 21
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Investments Usa Inc. | Investment management, Direct payment from the plan | $133,400 |
| Aon Consulting, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $37,500 |
| Windham Brannon, Pc | Accounting, Direct payment from the plan | $14,500 |
| Principal Trust Company | Trustee (institutional), Direct payment from the plan | $13,744 |