Plan Snapshot
- Plan Sponsor: Crescent Hotels & Resorts LLC
- Sponsor EIN: 450471621
- Sponsor Address: 10306 EATON PLACE, SUITE 430, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 8,381
- Total Assets: $102.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8,381 | $102.2M | $5.2M | $15.4M |
| 2023 | 6,649 | $81.2M | $3.8M | $12.4M |
| 2022 | 5,958 | $61.2M | $3.6M | $12.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $355,432 | — | $355,432 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $75,000 | — | $75,000 |
| MATTHEWS, CARTER AND BOYCE | Other Service Provider | $19,000 | — | $19,000 |
| HUB INTERNATIONAL | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $461,932
- Estimated Expense Ratio: 0.452% 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 | $540,237 | $75,000 | — | $19,000 | — |
| 2023 | $482,125 | $56,250 | — | $35,000 | — |
| 2022 | $404,217 | $25,000 | — | — | $57,723 |