Plan Snapshot
- Plan Sponsor: Board Of Trustees Hotel & Restaurant Industry Pension Trust
- Sponsor EIN: 391392726
- Sponsor Address: 20225 WATER TOWER BLVD, SUITE 317, BROOKFIELD, WI, 53045
- Plan Type: DC
- Total Participants: 559
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 559 | $1.7M | $248,078 | $0 |
| 2023 | 572 | $1.5M | $220,331 | $0 |
| 2022 | 531 | $1.6M | $215,437 | $0 |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE | NONE | $32,629 | — | $32,629 |
| SIKICH LLP | NONE | $29,774 | — | $29,774 |
| CLIFTONLARSONALLEN LLP | Auditor | $11,887 | — | $11,887 |
| THE PREVIANT LAW FIRM, S.C. | NONE | $7,016 | — | $7,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,306
- Estimated Expense Ratio: 4.840% 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 | $81,747 | — | $32,629 | $11,887 | — |
| 2023 | $80,189 | — | $36,424 | $19,290 | — |
| 2022 | $58,013 | $110 | $29,759 | — | $18,655 |