# Azul Hospitality, LLC 401(k) Plan
Source: https://planprovider.pro/companies/azul-hospitality-llc-401k-plan

> Azul Hospitality, LLC's 401(k) plan: 1,748 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Azul Hospitality, LLC

- **Sponsor EIN:** 823588795

- **Sponsor Address:** 800 WEST IVY SUITE D, SAN DIEGO, CA, 92101

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

- **Total Participants:** 1,748

- **Total Assets:** $9.0M

## 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|1,748|$9.0M|$652,813|$1.6M|

| 2023|1,659|$6.3M|$506,972|$1.3M|

| 2022|1,178|$4.1M|$305,748|$833,899|

## 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 INSURANCE COMPANY O|RECORDKEEPER|$54,057|—|$54,057|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISOR|$17,839|—|$17,839|

| JGD & ASSOCIATES LLP|OTHER|$14,500|—|$14,500|

| SAN DIEGO PENSION CONSULTANTS|CONTRACT ADMIN|$5,748|$3,359|$9,107|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT ADVISOR

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — OTHER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,503

- **Estimated Expense Ratio:** 1.058% 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|$65,851|—|—|—|—|

| 2023|$29,014|—|—|—|—|

| 2022|$18,337|—|—|—|—|

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

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