AUMdb

Soho House Llc 401(k) Plan

Sponsored by Soho House, Llc · EIN 134195862 · Plan #001

Total assets
$15.4M
Net assets
$15.4M
Active participants
4,083
With balances
614

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Global Ba Investment advisory (plan), Direct payment from the plan $127,183
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $38,228
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0

Filing history

Plan year Assets Participants Source
01/01/2024 $15.4M 4,083 ack 20251010103140NAL0007523729001
01/01/2021 $8.7M 2,831 ack 20251126144656NAL0002558659001
01/01/2020 $7.6M 2,604 ack 20251023113752NAL0001427875001
01/01/2019 $6.9M 3,397 ack 20251023113640NAL0002735568001