# Board Of Trustees, Los Angeles Hotel-Restaurant DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-los-angeles-hotel-restaurant-plan

> Board Of Trustees, Los Angeles Hotel-Restaurant&#39;s DB plan: 13,911 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, 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [MILLIMAN U.S.A.](https://planprovider.pro/provider/milliman) — NONE

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-los-angeles-hotel-restaurant-plan)

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