Azul Hospitality 401 K Plan
Sponsored by Azul Hospitality, Llc · EIN 823588795 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 1,748
- With balances
- 472
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $54,057 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $17,839 |
| Jgd & Associates Llp | Other fees | $14,500 |
| San Diego Pension Consultants | Contract administrator | $5,748 |
| Empower Advisory Group Llc | Investment management | $872 |