Plan Snapshot
- Plan Sponsor: East West Resorts Employee Company, LLC
- Sponsor EIN: 201942537
- Sponsor Address: P.O. BOX 9550, AVON, CO, 81620
- Plan Type: 401(k)
- Total Participants: 1,439
- Total Assets: $43.7M
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 | 1,439 | $43.7M | $1.0M | $5.2M |
| 2023 | 1,262 | $35.9M | $1.0M | $4.9M |
| 2022 | 1,110 | $27.8M | $786,810 | $4.2M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $210,422 | $60,822 | — | — | — |
| 2023 | $175,463 | $60,333 | — | — | — |
| 2022 | $172,153 | $7,824 | — | — | — |