# Board Of Trustees, Legal Fund Of Hotel And Restaurant Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-legal-fund-of-hotel-and-restaurant-954269218-501

> Board Of Trustees, Legal Fund Of Hotel And Restaurant's Health & Welfare plan: 17,974 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Legal Fund Of Hotel And Restaurant

- **Sponsor EIN:** 954269218

- **Sponsor Address:** 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 17,974

- **Total Assets:** $1.4M

## 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|17,974|$1.4M|$3.6M|$0|

| 2023|14,416|$1.1M|$3.2M|$0|

| 2022|12,816|$913,642|$2.5M|$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|

| HADSELL STORMER & RENICK LLP|Other Service Provider|$3,516,981|—|$3,516,981|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$48,014|—|$48,014|

| MILLER KAPLAN ARASE LLP|Auditor|$14,600|—|$14,600|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$10,060|—|$10,060|

| BUSH GOTTLIEB|Other Service Provider|$10,033|—|$10,033|

| SEGAL MARCO ADVISORS|Other Service Provider|$5,424|—|$5,424|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,605,112

- **Estimated Expense Ratio:** 266.329% 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|$111,189|$5,424|$48,014|$14,600|—|

| 2023|$129,490|$5,266|$46,445|$14,000|—|

| 2022|$148,010|$7,957|$45,092|—|$73,031|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-legal-fund-of-hotel-and-restaurant-954269218-501)

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