Kingwood Reunion Resort 401(k) Plan
Sponsored by Kingwood Orlando Reunion Resort,Llc · EIN 832315866 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 361
- With balances
- 325
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 |
|---|---|---|
| Chas. P. Smith & Associates, Pa, Cpa's CRD 104914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services | Recordkeeping, Recordkeeping fees, Account maintenance fees | $41,109 |
| Cps Investment Advisors | Trustee (discretionary), Investment advisory (plan) | $37,188 |
| Lincoln National Corporation | Contract administrator | $19,919 |
| Carr Riggs & Ingram, Llc | Accounting | $19,500 |
| Purvis Gray And Company | Accounting | $8,000 |
| Pervis Gray And Company | Accounting | $8,000 |