Xanterra Parks & Resorts, Inc. Employee Savings Plan
Sponsored by Xanterra Parks & Resorts, Inc. · EIN 132735034 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 2,504
- With balances
- 1,298
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping, Trustee (institutional) | $231,169 |
| Innovest Portfolio Solutions, Llc | Investment advisory (plan), Direct payment from the plan | $43,855 |
| Eide Bailly, Llp | Accounting, Direct payment from the plan | $14,700 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |