Plan Snapshot
- Plan Sponsor: Dewberry Hospitality Group LLC
- Sponsor EIN: 812233208
- Sponsor Address: 1545 PEACHTREE STREET, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $2.9M
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 | 159 | $2.9M | $158,365 | $301,569 |
| 2023 | 150 | $2.5M | $157,764 | $315,380 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $16,715 | — | $16,715 |
| ROYAL ALLIANCE ASSOCIATES, INC. | INVESTMENT/FINANCIAL ADVI | $5,303 | — | $5,303 |
| WINDHAM BRANNON LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ROYAL ALLIANCE ASSOCIATES, INC. — INVESTMENT/FINANCIAL ADVI
- WINDHAM BRANNON LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,018
- Estimated Expense Ratio: 0.768% 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 | $22,019 | $12,641 | — | — | — |
| 2023 | $5,060 | — | — | — | — |