AUMdb

Travel Leaders Group Holdings Llc 401(k) Plan

Sponsored by Travel Leaders Group Holdings, Llc · EIN 815047261 · Plan #001

Total assets
$131M
Net assets
$131M
Active participants
1,593
With balances
2,009

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
Hightower Advisors, Llc Consulting fees $60,000
Caron & Bletzer, Pllc Accounting $13,750
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $11,110