Plan Snapshot
- Plan Sponsor: Donohoe Hospitality Services
- Sponsor EIN: 203091876
- Sponsor Address: 7101 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 696
- Total Assets: $18.5M
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 | 696 | $18.5M | $519,505 | $1.2M |
| 2023 | 681 | $16.3M | $498,066 | $1.1M |
| 2022 | 639 | $14.3M | $379,900 | $912,704 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $72,851 | — | $72,851 |
| SAGE VIEW ADVISORY GROUP,LLC | INVESTMENT MGMT | $40,153 | — | $40,153 |
| FUTUREPLAN BY ASCENSUS | CONTRACT ADMIN | $13,687 | — | $13,687 |
| CALIBRE CPA GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGE VIEW ADVISORY GROUP,LLC — INVESTMENT MGMT
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,691
- Estimated Expense Ratio: 0.684% 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 | $108,074 | — | — | — | — |
| 2023 | $107,124 | — | $107,124 | — | — |
| 2022 | $91,193 | $91,193 | — | — | — |