Plan Snapshot
- Plan Sponsor: Evans Hotels, LLC
- Sponsor EIN: 810750751
- Sponsor Address: 998 WEST MISSION BAY DRIVE, SAN DIEGO, CA, 92109
- Plan Type: 401(k)
- Total Participants: 1,051
- Total Assets: $35.2M
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 | 1,051 | $35.2M | $426,086 | $3.2M |
| 2023 | 1,008 | $30.7M | $417,859 | $2.8M |
| 2022 | 934 | $24.6M | $255,464 | $2.2M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | RECORDKEEPER | $143,003 | — | $143,003 |
| CONCURRENT INVESTMENT ADVISORS, LLC | INVESTMENT ADVISOR | $28,333 | — | $28,333 |
| PKF, LLP | ACCOUNTING | $21,871 | — | $21,871 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,207
- Estimated Expense Ratio: 0.548% 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 | $193,207 | $28,333 | $143,003 | $21,871 | — |
| 2023 | $122,915 | $11,667 | $101,168 | $10,080 | — |
| 2022 | $132,494 | $20,000 | $95,594 | — | $16,900 |