# Dolphin Bay Hotel Residence 401(k) Plan
Source: https://planprovider.pro/companies/dolphin-bay-hotel-residence-plan

> Dolphin Bay Hotel Residence's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dolphin Bay Hotel Residence

- **Sponsor EIN:** 203235264

- **Sponsor Address:** 2727 SHELL BEACH ROAD, PISMO BEACH, CA, 93449

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

- **Total Participants:** 112

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|112|$1.2M|$0|$226,356|

| 2023|117|$917,304|$0|$218,264|

| 2022|96|$630,560|$0|$181,957|

## 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|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$3,439|—|—|—|—|

| 2023|$3,046|—|—|—|—|

| 2022|$3,707|—|—|—|—|

## Similar Plans

- [Dhse INC](https://planprovider.pro/companies/dhse-inc-401k-plan) — 110 participants

- [Resort At Indian Springs LLC](https://planprovider.pro/companies/resort-at-indian-springs-llc-401k-plan) — 116 participants

- [Fespar Enterprises, LLC](https://planprovider.pro/companies/fespar-enterprises-llc-401k-plan) — 106 participants

- [Cs Hotel LLC](https://planprovider.pro/companies/cs-hotel-llc-401k-plan) — 129 participants

- [Pleasant Travel Service](https://planprovider.pro/companies/pleasant-travel-service-401k-plan) — 163 participants

- [Plumpjack Management Group, LLC](https://planprovider.pro/companies/plumpjack-management-group-401k-plan) — 170 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dolphin-bay-hotel-residence-plan)

© 2026 PlanProvider.Pro