Auberge Resorts 401(k) Plan
Sponsored by Auberge Resorts Llc · EIN 680433591 · Plan #001
- Total assets
- $48.0M
- Net assets
- $48.0M
- Active participants
- 4,077
- With balances
- 909
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $177,931 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $62,570 |
| Withum Smith+Brown, Pc | Accounting | $7,250 |