American Hospitality Associations 401(k) Plan
Sponsored by New Hampshire Lodging & Restaurant Association (Nhrla) · EIN 020216783 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 3,265
- With balances
- 968
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 |
|---|---|---|
| Keel Point, Llc CRD 127902 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $123,560 |
| Keel Point, Llc | Investment advisory (plan), Investment management | $119,426 |
| Caron & Bletzer, Pllc | Accounting | $69,154 |
| New Hampshire Lodging & Restaurant | Trustee (individual), Plan administrator | $14,869 |