Plan Snapshot
- Plan Sponsor: Dimension Hospitality, LLC
- Sponsor EIN: 873726915
- Sponsor Address: 24 DOCKSIDE LANE, PMB 134, KEY LARGO, FL, 33037
- Plan Type: 401(k)
- Total Participants: 2,347
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,347 | $25.7M | $605,346 | $3.1M |
| 2023 | 4,046 | $22.6M | $431,030 | $2.8M |
| 2022 | 120 | $11.6M | $128,008 | $751,135 |
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 |
|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | $24,900 | $5,467 | $30,367 |
| VOYA RETIREMENT INS & ANNUITY CO | Other Service Provider | $20,506 | $6,078 | $26,584 |
| ERICKSEN KRENTEL LLP | Other Service Provider | $23,500 | — | $23,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,451
- Estimated Expense Ratio: 0.313% 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 | $101,575 | — | $53,175 | — | — |
| 2023 | $33,845 | — | $20,976 | — | — |
| 2022 | — | — | — | — | — |