AUMdb

Old Edwards Hospitality Group 401(k) Plan

Sponsored by Old Edwards Hospitality Group, Llc · EIN 562320950 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
271
With balances
136

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
John Hancock Life Insurance Co Recordkeeping, Investment management, Shareholder servicing fees $1,830
Wilshire Associates, Inc. (Usa) Investment advisory (participants) $1,206