# Esa Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/esa-management-llc-401k-plan

> Esa Management, LLC's 401(k) plan: 7,288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Esa Management, LLC

- **Sponsor EIN:** 901015925

- **Sponsor Address:** 13024 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC, 28277

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

- **Total Participants:** 7,288

- **Total Assets:** $80.9M

## 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|7,288|$80.9M|$1.8M|$7.3M|

| 2023|7,293|$71.0M|$2.2M|$7.4M|

| 2022|7,930|$57.7M|$1.9M|$6.1M|

## 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|

| CHERRY BEKAERT LLP|Auditor|$26,775|—|$26,775|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,775

- **Estimated Expense Ratio:** 0.033% 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|$404,230|$82,945|$300|$26,775|—|

| 2023|$312,747|$68,863|—|$10,500|—|

| 2022|$416,257|$18,313|—|—|—|

## Similar Plans

- [Concord Hospitality Enterprises Company, LLC](https://planprovider.pro/companies/concord-hospitality-enterprises-company-llc-401k-plan) — 8,068 participants

- [Sree Hotels, LLC](https://planprovider.pro/companies/sree-hotels-llc-401k-plan) — 431 participants

- [Hospitality Ventures, LLC](https://planprovider.pro/companies/hospitality-ventures-llc-401k-plan) — 385 participants

- [Winston Hospitality, INC.](https://planprovider.pro/companies/winston-hospitality-inc-401k-plan) — 330 participants

- [Old Edwards Hospitality Group, LLC](https://planprovider.pro/companies/old-edwards-hospitality-group-llc-401k-plan) — 271 participants

- [Wdi Hospitality LLC](https://planprovider.pro/companies/wdi-hospitality-llc-401k-plan) — 271 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/esa-management-llc-401k-plan)

© 2026 PlanProvider.Pro