AUMdb

The Lodgeworks 401(k) Plan

Sponsored by Lodgeworks Payroll, Llc · EIN 481227325 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
845
With balances
530

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
Nationwide Recordkeeping $72,953
Wealth Alliance Advisory Group, Llc Securities brokerage commissions $39,358
Preferred Pension Solutions Participant loan processing, Redemption fees $6,994