Western States Lodging Employee Savings Plan
Sponsored by Western States Lodging & Management L.C. · EIN 870520716 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 5,174
- With balances
- 726
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 | $93,195 |
| Global Retirement Partners Llc | Investment advisory (plan) | $47,841 |