Plan Snapshot
- Plan Sponsor: Expotel Hospitality Services, LLC
- Sponsor EIN: 721456101
- Sponsor Address: 401 VETERANS MEMORIAL BLVD, METAIRIE, LA, 70006
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $3.8M
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 | 405 | $3.8M | $156,413 | $358,714 |
| 2023 | 435 | $3.7M | $140,268 | $324,330 |
| 2022 | 331 | $3.0M | $119,930 | $279,373 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $26,541 | — | $26,541 |
| BOURGEOIS BENNETT | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,041
- Estimated Expense Ratio: 0.983% 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 | $41,828 | — | $41,828 | — | — |
| 2023 | $59,085 | — | $59,085 | — | — |
| 2022 | $24,390 | — | — | — | $24,390 |