# Evans Hotels, LLC 401(k) Plan
Source: https://planprovider.pro/companies/evans-hotels-llc-401k-plan

> Evans Hotels, LLC's 401(k) plan: 1,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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