Waterford Hotel Group, Llc 401 K Savings Plan
Sponsored by Waterford Hotel Group, Llc · EIN 061117701 · Plan #333
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 1,661
- With balances
- 461
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Investment management fees (indirect), Sub-transfer agency fees, Distribution (12b-1) fees | $65,616 |
| Hoyt Filippetti & Malaghan, Llc | Accounting | $21,500 |
| Pasi, Llc | Contract administrator | $2,966 |
| Financial Security Group | Other commissions | $0 |
| Cap Financial Partners, Llc | Investment advisory (plan) | $0 |