AUMdb

Royale Blue Hospitality, Llc. Retirement Plan

Sponsored by Royale Blue Hospitality, Llc. · EIN 660926746 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
711
With balances
544

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Financial Services Of Pr Investment advisory (plan), Investment management, Investment management fees (direct) $7,971
Benefits Plans Admin Services Recordkeeping, Recordkeeping fees $5,559