East West Resorts, Llc Savings And Retirement Plan
Sponsored by East West Resorts Employee Company, Llc · EIN 201942537 · Plan #001 · Avon, CO
- Total assets
- $43.7M
- Net assets
- $43.7M
- Active participants
- 1,439
- With balances
- 2,109
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $149,600 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $50,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,822 |