Rosen Hotels And Resorts, Inc. Employees Savings Trust
Sponsored by Rosen Hotels & Resorts, Inc. · EIN 591536217 · Plan #003
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 3,893
- With balances
- 4,388
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $50,000 |
| Carol Zmuda Pa | Accounting | $36,500 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $0 |