# Donohoe Hospitality Services 401(k) Plan
Source: https://planprovider.pro/companies/donohoe-hospitality-services-401k-plan

> Donohoe Hospitality Services&#39;s 401(k) plan: 696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT MGMT

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|—|—|—|

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