# Bartell Hotels 401(k) Plan
Source: https://planprovider.pro/companies/bartell-hotels-401k-plan

> Bartell Hotels's 401(k) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$44,894|—|$44,894|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$31,326|—|$31,326|

| LAVINE LOFGREN MORRIS & ENGELBER|Auditor|—|—|$0|

### 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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,220

- **Estimated Expense Ratio:** 0.565% 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|$76,220|$31,326|—|—|—|

| 2023|$71,878|$27,360|—|—|—|

| 2022|$63,322|—|—|—|—|

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