Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(k) Profit Sharing Plan
Sponsored by Belvedere Hotel Partnership Dba The Peninsula Beverly Hills · EIN 954205099 · Plan #001
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 378
- With balances
- 368
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, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $118,712 |
| Creative Planning, Llc | Investment advisory (participants) | $36,522 |
| Ascensus | Plan administrator | $10,685 |