Exclusive Resorts, Llc 401(k) Plan
Sponsored by Exclusive Resorts, Llc · EIN 270074637 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 232
- With balances
- 332
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $41,363 |
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Investment management fees (direct) | $37,380 |