Plan Snapshot
- Plan Sponsor: Board Of Trustees, Los Angeles Hotel-Restaurant
- Sponsor EIN: 956098404
- Sponsor Address: 1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA, 90017
- Plan Type: DB
- Total Participants: 13,911
- Total Assets: $421.7M
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 | 13,911 | $421.7M | $44.9M | $0 |
| 2023 | 14,440 | $358.9M | $36.0M | $0 |
| 2022 | 12,087 | $300.0M | $23.8M | $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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | NONE | $1,020,304 | — | $1,020,304 |
| MORGAN STANLEY INVESTMENT MGMT | NONE | $228,364 | — | $228,364 |
| SEGAL MARCO ADVISORS | NONE | $141,020 | — | $141,020 |
| MILLIMAN U.S.A. | NONE | $109,660 | — | $109,660 |
| BUSH GOTTLIEB | NONE | $79,619 | — | $79,619 |
| US BANK NATIONAL ASSOCIATION | NONE | $74,009 | — | $74,009 |
| WELLINGTON MANAGEMENT CO. | NONE | $54,154 | — | $54,154 |
| HENNINGFIELD & ASSOCIATES, INC. | NONE | $49,284 | — | $49,284 |
| MILLER KAPLAN ARASE LLP | NONE | $31,200 | — | $31,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY INVESTMENT MGMT — NONE
- MILLIMAN U.S.A. — NONE
- US BANK NATIONAL ASSOCIATION — NONE
- HENNINGFIELD & ASSOCIATES, INC. — NONE
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,787,614
- Estimated Expense Ratio: 0.424% 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 | $2,887,077 | $486,459 | $1,020,304 | $31,200 | — |
| 2023 | $2,818,544 | $630,750 | $907,706 | $51,000 | — |
| 2022 | $2,609,615 | $658,690 | $770,912 | — | $346,394 |