AUMdb

401(k) Employee Savings Plan Of Guest Services, Inc.

Sponsored by Guest Services, Inc. · EIN 530164700 · Plan #004

Total assets
$39.6M
Net assets
$39.6M
Active participants
2,368
With balances
739

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $159,998
Marcum Llp Accounting, Direct payment from the plan $30,940
Wells Fargo Advisors Financial Netw Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0