Montage Hotels & Resorts 401(k) Plan
Sponsored by Montage Hotels And Resorts, Llc · EIN 030387343 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 4,443
- With balances
- 2,614
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 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, Sub-transfer agency fees, Recordkeeping fees | $165,673 |
| Capfinancial Partners, Llc | Investment advisory (participants), Investment management | $34,543 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $28,987 |
| Holthouse Carlin & Van Tright Llp | Accounting | $6,725 |