AUMdb

Mcguire Moorman Hospitality 401(k) Plan

Sponsored by Mcguire Moorman Hospitality, Llc · EIN 454281408 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
220
With balances
261

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
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (discretionary) $36,858