AUMdb

Island Hospitality Management, Llc 401(k) Safe Harbor Plan

Sponsored by Island Hospitality Management, Llc · EIN 260250123 · Plan #001

Total assets
$33.2M
Net assets
$33.2M
Active participants
2,316
With balances
1,048

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $19,349
Kestra Investment Services Llc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0