AUMdb

Provenance Hotels Employee 401(k) Plan And Trust

Sponsored by Aspen Lodging Group Llc · EIN 460511545 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
9
With balances
102

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $18,828
Usi Advisors, Inc Recordkeeping, Consulting (pension), Direct payment from the plan $14,701
Howell Straczek Cpa Recordkeeping, Consulting (pension), Direct payment from the plan $13,500
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0