AUMdb

Employee 401(k) Plan

Sponsored by Stanford Hotels Corporation · EIN 931189544 · Plan #001

Total assets
$58.3M
Net assets
$58.3M
Active participants
1,360
With balances
858

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $109,991
Gallagher Fiduciary Advisors, Llc Consulting (general), Direct payment from the plan $55,000
National Financial Services Securities brokerage, Securities brokerage commissions $0