AUMdb

Jc Hospitality 401(k) Savings Plan

Sponsored by Jc Hospitality Llc · EIN 824808806 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
307
With balances
972

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $33,697
National Financial Services Securities brokerage, Securities brokerage commissions $0