AUMdb

Accommodations Plus International 401(k) Plan

Sponsored by Lodging Solutions, Llc D/B/A Accommodations Plus International · EIN 134271223 · Plan #002

Total assets
$14.9M
Net assets
$14.8M
Active participants
274
With balances
214

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
Stone Hill Fiduciary Management, Llc CRD 164981 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 $37,631
Stone Hill Fiduciary Management Llc Investment advisory (plan) $27,762