Plan Snapshot
- Plan Sponsor: Drury Hotels Company, LLC
- Sponsor EIN: 263744467
- Sponsor Address: 13075 MANCHESTER ROAD SUITE 100, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 5,819
- Total Assets: $117.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 5,819 | $117.1M | $2.8M | $9.2M |
| 2023 | 5,279 | $98.0M | $2.5M | $8.3M |
| 2022 | 4,822 | $80.2M | $2.0M | $7.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $79,501 | — | $79,501 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $56,982 | — | $56,982 |
| CBIZ INVESTMENT ADVISORY SERVICES L | Investment Advisor | $41,188 | — | $41,188 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,226 | — | $16,226 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,897
- Estimated Expense Ratio: 0.166% 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 | $196,130 | $59,647 | — | — | — |
| 2023 | $186,484 | $22,343 | — | — | — |
| 2022 | $211,008 | $15,789 | — | — | — |