Puget Sound Hospitality 401(k) Plan
Sponsored by Puget Sound Hospitality, Llc · EIN 371869363 · Plan #001
- Total assets
- $765K
- Net assets
- $765K
- Active participants
- 174
- With balances
- 159
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,619 |
| Hunnex And Shoemaker, Inc. | Contract administrator | $3,777 |
| Empower Advisory Group, Llc | Investment management | $1,147 |
| Morgan Stanley Insurance | Other commissions | $0 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |