AUMdb

Taj Hotels Retirement Savings Program

Sponsored by United Overseas Holdings, Inc. · EIN 474914644 · Plan #001

Total assets
$27.0M
Net assets
$27.0M
Active participants
207
With balances
201

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
Lpl Financial Recordkeeping, Trustee (institutional), Other services $52,059
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $8,444
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0