Colavria 401(k) Retirement Plan
Sponsored by Colavria Hospitality, Inc. · EIN 274241765 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 253
- With balances
- 149
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $35,589 |
| Cambridge Investment Research | Investment advisory (plan) | $12,230 |