# Aspen Lodging Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/aspen-lodging-group-llc-401k-plan

> Aspen Lodging Group LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aspen Lodging Group LLC

- **Sponsor EIN:** 460511545

- **Sponsor Address:** PO BOX 14001 PMB 368, KETCHUM, ID, 83340

- **Plan Type:** 401(k)

- **Total Participants:** 9

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9|$3.6M|$6,758|$51,142|

| 2023|12|$4.2M|$13,645|$81,930|

| 2022|14|$3.9M|$116,981|$548,157|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$18,828|—|$18,828|

| USI ADVISORS, INC|INVESTMENT/FINANCIAL ADVI|$14,701|—|$14,701|

| HOWELL STRACZEK CPA|ACCOUNTANT|$13,500|—|$13,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [HOWELL STRACZEK CPA](https://planprovider.pro/provider/howell-straczek-llc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,029

- **Estimated Expense Ratio:** 1.311% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$47,030|$28,201|—|—|—|

| 2023|$56,890|$27,908|—|—|—|

| 2022|$29,750|—|—|—|—|

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