# Custom House Hotel Co., Ltd. Dba Portola Hotel & S 401(k) Plan
Source: https://planprovider.pro/companies/custom-house-hotel-co-ltd-dba-portola-hotel-s-401k-plan

> Custom House Hotel Co., Ltd. Dba Portola Hotel & S's 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Custom House Hotel Co., Ltd. Dba Portola Hotel & S

- **Sponsor EIN:** 860316128

- **Sponsor Address:** TWO PORTOLA PLAZA, MONTEREY, CA, 93940

- **Plan Type:** 401(k)

- **Total Participants:** 337

- **Total Assets:** $7.9M

## 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|337|$7.9M|$0|$661,505|

| 2023|318|$7.0M|$0|$571,726|

| 2022|289|$5.5M|$0|$491,677|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,098|—|$6,098|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,098

- **Estimated Expense Ratio:** 0.077% 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|$6,098|—|—|—|—|

| 2023|$4,571|—|—|—|—|

| 2022|$4,955|—|—|—|—|

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