# Board Of Trustees Hospitality Industry 401k Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-hospitality-industry-401k-plan-plan

> Board Of Trustees Hospitality Industry 401k Plan's DC plan: 5,781 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Hospitality Industry 401k Plan

- **Sponsor EIN:** 522231158

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211520000

- **Plan Type:** DC

- **Total Participants:** 5,781

- **Total Assets:** $54.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|5,781|$54.1M|$0|$5.3M|

| 2023|5,357|$46.5M|$0|$4.4M|

| 2022|5,291|$39.2M|$0|$3.8M|

## 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|

| ASSOCIATED ADMINISTRATORS LLC|NONE|$246,497|—|$246,497|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$102,810|—|$102,810|

| NOVAK FRANCELLA, LLC|NONE|$12,477|—|$12,477|

| BREDHOFF & KAISER|NONE|$8,295|—|$8,295|

| MEKETA INVESTMENT GROUP INC|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [BREDHOFF & KAISER](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $375,079

- **Estimated Expense Ratio:** 0.693% 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|$213,642|$5,000|$167,110|$12,250|—|

| 2023|$613,378|$5,000|$189,614|$11,600|—|

| 2022|$243,648|—|$178,682|—|$47,181|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-hospitality-industry-401k-plan-plan)

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