Plan Snapshot
- Plan Sponsor: Clearview Hotel Capital, LLC
- Sponsor EIN: 260326624
- Sponsor Address: 3501 JAMBOREE ROAD SUITE 550, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 821
- Total Assets: $4.8M
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 | 821 | $4.8M | $195,261 | $676,909 |
| 2023 | 732 | $4.1M | $189,360 | $610,323 |
| 2022 | 666 | $2.3M | $142,975 | $439,383 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $22,755 | — | $22,755 | — | — |
| 2023 | $16,837 | — | $16,837 | — | — |
| 2022 | $13,316 | — | $13,316 | — | — |