O'reilly Hospitality Management, Llc 401(k) Plan
Sponsored by O'reilly Hospitality Management, Llc · EIN 263502847 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 1,349
- With balances
- 1,291
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $80,579 |
| Raymond James Financial Services | Investment advisory (plan) | $57,694 |