AUMdb

Sree Hotels, Llc 401(k) Plan

Sponsored by Sree Hotels, Llc · EIN 562073512 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
431
With balances
239

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
First Citizens Bank And Trust Investment advisory (plan) $31,280
Empower Annuity Insurance Company Recordkeeping fees $29,445
Pentegra Services Inc Contract administrator $14,582
Empower Advisory Group Llc Investment management $0