AUMdb

Pmhg 401(k) Plan

Sponsored by Pm Hospitality Strategies, Inc. · EIN 541811207 · Plan #001

Total assets
$30.8M
Net assets
$30.5M
Active participants
5,016
With balances
882

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $94,953
Kestra Investment Services Llc Investment advisory (plan) $57,352
Snyder Cohn Pc Accounting $32,500