Plan Snapshot
- Plan Sponsor: Bw At Rv Hotels INC
- Sponsor EIN: 043400126
- Sponsor Address: 5 BEST WESTERN PL, RUTLAND, VT, 057019802
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 517 | $2.8M | $69,752 | $516,637 |
| 2023 | 485 | $2.1M | $58,153 | $439,115 |
| 2022 | 424 | $1.4M | $42,304 | $311,797 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,004 | $11,798 | $11,392 | — | — |
| 2023 | $29,651 | $7,726 | $11,461 | — | — |
| 2022 | $16,261 | $6,470 | $9,791 | — | — |