# Auberge Resorts LLC 401(k) Plan
Source: https://planprovider.pro/companies/auberge-resorts-llc-401k-plan

> Auberge Resorts LLC's 401(k) plan: 4,077 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Auberge Resorts LLC

- **Sponsor EIN:** 680433591

- **Sponsor Address:** 7250 WOODMONT AVENUE, STE 220, BETHESDA, MD, 20814

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

- **Total Participants:** 4,077

- **Total Assets:** $48.0M

## 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|4,077|$48.0M|$2.3M|$5.1M|

| 2023|2,660|$39.6M|$2.0M|$4.7M|

| 2022|2,339|$30.6M|$1.4M|$3.2M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$177,931|—|$177,931|

| CREATIVE PLANNING HOLDCO LLC|INVESTEMENT ADVISOR|$62,570|—|$62,570|

| WITHUM SMITH+BROWN, PC|AUDITOR|$7,250|—|$7,250|

| WITHUMSMITH+BROWN, PC|Auditor|$7,250|—|$7,250|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $255,001

- **Estimated Expense Ratio:** 0.532% 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|$237,065|$62,570|$167,245|$7,250|—|

| 2023|$153,483|$75,000|—|—|—|

| 2022|$99,835|$88,234|$11,601|—|—|

## Similar Plans

- [Pm Hospitality Strategies, INC.](https://planprovider.pro/companies/pm-hospitality-strategies-inc-401k-plan) — 5,016 participants

- [Choice Hotels International, INC.](https://planprovider.pro/companies/choice-hotels-international-inc-401k-plan) — 2,623 participants

- [Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn](https://planprovider.pro/companies/board-of-trustees-htl-rest-emp-lo-25-htl-assn-plan) — 5,768 participants

- [Board Of Trustees Hospitality Industry 401k Plan](https://planprovider.pro/companies/board-of-trustees-hospitality-industry-401k-plan-plan) — 5,781 participants

- [Sunburst Hospitality Corporation](https://planprovider.pro/companies/sunburst-hospitality-corporation-401k-plan) — 941 participants

- [Donohoe Hospitality Services](https://planprovider.pro/companies/donohoe-hospitality-services-401k-plan) — 696 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/auberge-resorts-llc-401k-plan)

© 2026 PlanProvider.Pro