# Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-htl-rest-emp-lo-25-htl-assn-plan

> Board Of Trustees-Htl. & Rest. Emp. Lo.25&Htl Assn's DB plan: 5,768 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-Htl. & Rest. Emp. Lo.25&Htl Assn

- **Sponsor EIN:** 526051390

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459

- **Plan Type:** DB

- **Total Participants:** 5,768

- **Total Assets:** $357.4M

## 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|5,768|$357.4M|$30.2M|$0|

| 2023|5,725|$322.8M|$28.5M|$0|

| 2022|5,291|$285.2M|$24.1M|$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|

| WELLINGTON TRUST COMPANY, NA|NONE|—|$442,666|$442,666|

| ASSOCIATED ADMINISTRATORS LLC|NONE|$386,832|—|$386,832|

| MEKETA FIDUCIARY MANAGEMENT, LLC|NONE|$130,000|—|$130,000|

| CHEIRON INC|NONE|$81,384|—|$81,384|

| PNC BANK NA|NONE|$50,767|—|$50,767|

| NOVAK FRANCELLA LLC|NONE|$47,165|—|$47,165|

| BREDHOFF & KAISER PLLC|NONE|$32,282|—|$32,282|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|$27,480|—|$27,480|

| DRA ADVISORS LLC|NONE|$25,275|—|$25,275|

| SEYFARTH SHAW LLP|NONE|$20,155|—|$20,155|

| SVB STRATEGIC INVESTORS VIII, LLC|NONE|$15,938|—|$15,938|

| FLAGSHIP PIONEERING INC.|NONE|$8,701|—|$8,701|

| UNITED BANK|NONE|$6,998|—|$6,998|

### 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 PLLC](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,275,643

- **Estimated Expense Ratio:** 0.357% 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|$1,594,013|$346,939|$386,832|$22,500|—|

| 2023|$1,536,730|$433,696|$375,564|$19,000|—|

| 2022|$1,450,705|$508,068|$364,620|—|$152,563|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-htl-rest-emp-lo-25-htl-assn-plan)

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