# Board Of Trustees Hotel & Restaurant Industry Pension Trust DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-hotel-restaurant-industry-pension-trust-plan

> Board Of Trustees Hotel & Restaurant Industry Pension Trust's DC plan: 559 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 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](https://planprovider.pro/provider/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|

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