Plan Snapshot
- Plan Sponsor: Coury Hospitality, LLC
- Sponsor EIN: 731267486
- Sponsor Address: 1785 STATE HIGHWAY 26 STE 150, GRAPEVINE, TX, 760512217
- Plan Type: 401(k)
- Total Participants: 1,676
- Total Assets: $7.3M
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 | 1,676 | $7.3M | $602,951 | $1.0M |
| 2023 | 945 | $4.8M | $438,095 | $813,495 |
| 2022 | 1,068 | $2.8M | $268,305 | $483,666 |
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 |
|---|---|---|---|---|
| CONKLIN, GILPIN AND WERTZ PLLC | 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 | $46,028 | $9,994 | $36,034 | — | — |
| 2023 | $37,739 | $2,499 | $35,240 | — | — |
| 2022 | $18,304 | $2,499 | $15,805 | — | — |