Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOSPITALITY ADVISORS, LLC
EIN 13-3846203Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
7
3 LITTLE KINGS LANE - RYEBROOK, NY 10573212-453-8760
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOSPITALITY ADVISORS, LLC PENSION PLAN
TraditionalDB
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOSPITALITY ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOSPITALITY ADVISORS, LLC PENSION PLAN | TraditionalDB | $3.7M | 4 | 2025 | |
| 003 | HOSPITALITY ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 3 | 2024 |
Retirement plans