Donohoe Hospitality Services 401(k) Plan
Sponsored by Donohoe Hospitality Services · EIN 203091876 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 696
- With balances
- 940
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $72,851 |
| Sage View Advisory Group,Llc | Investment management, Investment advisory (plan) | $40,153 |
| Futureplan By Ascensus | Contract administrator | $13,687 |