Drury Team Member Savings Plan
Sponsored by Drury Hotels Company, Llc · EIN 263744467 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 5,819
- With balances
- 2,431
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $79,501 |
| Empower Annuity Insurance Company | Recordkeeping fees | $56,982 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $41,188 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,226 |