Drury Southwest Team Member Savings Plan
Sponsored by Drury Southwest, Inc. · EIN 431386167 · Plan #006
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 182
- With balances
- 145
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees | $16,460 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,717 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $3,400 |