Hgv Retirement Savings Plan
Sponsored by Hilton Resorts Corporation · EIN 954349751 · Plan #001
- Total assets
- $706M
- Net assets
- $706M
- Active participants
- 17,831
- With balances
- 20,197
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,042,320 |
| Capfinancial Partners Llc | Investment advisory (plan) | $83,811 |
| Alston & Bird Llp | Legal | $49,297 |
| Withumsmith+Brown, P.C. | Accounting | $30,160 |