Plan Snapshot
- Plan Sponsor: Crestline Hotels & Resorts, LLC
- Sponsor EIN: 522214429
- Sponsor Address: 3950 UNIVERSITY DRIVE SUITE 301, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 5,320
- Total Assets: $66.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,320 | $66.7M | $2.1M | $5.8M |
| 2023 | 4,810 | $58.3M | $2.0M | $5.3M |
| 2022 | 4,412 | $47.9M | $1.9M | $4.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $27,562 | — | $27,562 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,562
- Estimated Expense Ratio: 0.041% 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 | $329,032 | — | — | $27,562 | — |
| 2023 | $237,574 | — | $1,200 | $26,250 | — |
| 2022 | $239,356 | — | — | — | — |