AUMdb

Bluegrass Hospitality Group 401 K Plan

Sponsored by Malones Holding Llc · EIN 201453313 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
961
With balances
208

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
Atlanta Consulting Group Advisors, Llc CRD 288169 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Atlanta Consulting Group Advisors Investment advisory (plan) $23,278
Lincoln National Corporation Contract administrator $13,630
Mcgregor & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $5,475