Peachtree Hotel Group 401(k) Plan
Sponsored by Peachtree Hospitality Management, Llc · EIN 261186759 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 1,568
- With balances
- 460
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 |
| Bluechip Wealth Advisors Llc CRD 150008 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,187 |
| Empower Advisory Group, Llc | Investment management | $30,333 |
| Frazier & Deeter Llc | Accounting | $21,000 |
| Bluechip Wealth Advisors Llc | Investment advisory (plan) | $16,707 |