Plan Snapshot
- Plan Sponsor: Carillon Hotel Management, LLC
- Sponsor EIN: 371774988
- Sponsor Address: 6801 COLLINS AVENUE, MIAMI BEACH, FL, 33141
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $3.2M
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 | 185 | $3.2M | $101,480 | $369,101 |
| 2023 | 171 | $2.5M | $95,566 | $361,824 |
| 2022 | 163 | $1.9M | $97,035 | $335,628 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $18,055 | $14,587 | — | — | — |
| 2023 | $19,172 | — | — | $10,277 | — |
| 2022 | $18,198 | — | $15,673 | — | $2,525 |