Plan Snapshot
- Plan Sponsor: Davidson Hotel Company D/B/A/ Davidson Hospitality Group
- Sponsor EIN: 626176418
- Sponsor Address: ONE RAVINIA DRIVE, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 7,425
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,425 | $3.3M | $23.1M | $12.0M |
| 2023 | 6,709 | $5.6M | $23.0M | $11.1M |
| 2022 | 6,059 | $6.8M | $18.8M | $8.5M |
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 |
|---|---|---|---|---|
| LUCENT HEALTH SOLUTIONS LLC | Other Service Provider | $654,957 | — | $654,957 |
| NARUS HEALTH INC. | Other Service Provider | $654,585 | — | $654,585 |
| VALENTINE INSURANCE SERVICES | Investment Advisor | $442,808 | — | $442,808 |
| MULTIPLAN | Other Service Provider | $373,372 | — | $373,372 |
| DELTA DENTAL INSURANCE COMPANY | Other Service Provider | $218,537 | — | $218,537 |
| SELERIX SYSTEMS INC | Other Service Provider | $192,525 | — | $192,525 |
| UNUM LIFE INSURANCE COMPANY OF AMER | Other Service Provider | $157,590 | — | $157,590 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $127,428 | — | $127,428 |
| AMERICAN HEALTH HOLDINGS | Other Service Provider | $61,993 | — | $61,993 |
| SELERIX SYSTEMS INC. | Investment Advisor | $22,156 | — | $22,156 |
| CAREOPERATIVE LLC | Other Service Provider | $19,253 | — | $19,253 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,925,204
- Estimated Expense Ratio: 89.175% 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 | $2,978,146 | — | $2,440,607 | — | — |
| 2023 | $2,978,783 | — | $2,448,285 | — | — |
| 2022 | $2,292,623 | $1,859,771 | — | — | — |