AUMdb

T. Parker Host 401(k) Plan

Sponsored by Tp Host, Llc · EIN 823460614 · Plan #002

Total assets
$23.3M
Net assets
$23.3M
Active participants
365
With balances
506

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates, Inc. Investment advisory (plan), Direct payment from the plan $42,683
Capital Group Retirement Plan Servi Direct payment from the plan, Recordkeeping fees $29,833
Pbmares,Llp Contract administrator, Direct payment from the plan $17,296