Plan Snapshot
- Plan Sponsor: Bartell Hotels
- Sponsor EIN: 956449464
- Sponsor Address: 4875 NORTH HARBOR DRIVE 5TH FI, SAN DIEGO, CA, 92106
- Plan Type: 401(k)
- Total Participants: 596
- Total Assets: $13.5M
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 | 596 | $13.5M | $91,022 | $1.1M |
| 2023 | 721 | $12.3M | $111,991 | $949,848 |
| 2022 | 521 | $11.0M | $102,132 | $817,983 |
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 |
|---|---|---|---|---|
| LAVINE LOFGREN MORRIS & ENGELBER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,220 | $31,326 | — | — | — |
| 2023 | $71,878 | $27,360 | — | — | — |
| 2022 | $63,322 | — | — | — | — |