Christopher Schott signed Expotel Hospitality Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Expotel Hospitality Services, LLC's EIN is 72-1456101.
Download the official 2024 Form 5500 (PDF) for Expotel Hospitality Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Expotel Hospitality Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $27K | — |
| SMA SERVICES, INC | 15-0868034 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $3.4M | 89.0% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $431K | 11.4% | |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $384K | 10.2% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $356K | 9.4% | |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $292K | 7.8% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $218K | 5.8% | |
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $188K | 5.0% | |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $178K | 4.7% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $170K | 4.5% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $147K | 3.9% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $141K | 3.8% | |
| TRANSAMERICA RETIREONTRK 2055 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $141K | 3.7% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $119K | 3.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $100K | 2.6% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $88K | 2.3% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $70K | 1.9% | |
| STATE STREET RUSSELL SMLL CAP VAL I TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $64K | 1.7% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $48K | 1.3% | |
| TRANSAMERICA RETIREONTRK 2020 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $30K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $24K | 0.6% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $21K | 0.6% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $21K | 0.5% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $18K | 0.5% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $16K | 0.4% | |
| TRANSAMERICA RETIREONTRK 2015 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $15K | 0.4% | |
| ALLSPRING PREC METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $13K | 0.3% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 001 | Pooled Separate Account | — | — | $12K | 0.3% | |
| AMERICANS NEW WORLD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $10K | 0.3% | |
| T. ROWE PRICE INTL DISCOVERY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $8K | 0.2% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $8K | 0.2% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $6K | 0.2% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $6K | 0.2% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK STRAT INC OPP PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JPMORGAN SMID CAP EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $61 | <0.1% |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $737 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOURGEOIS BENNETT | 72-0136870 | — | AUDIT | $11K | — |
