# Fertitta Entertainment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fertitta-entertainment-inc-401k-plan

> Fertitta Entertainment, INC.&#39;s 401(k) plan: 12,620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fertitta Entertainment, INC.

- **Sponsor EIN:** 273287832

- **Sponsor Address:** 1510 WEST LOOP SOUTH, HOUSTON, TX, 77027

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

- **Total Participants:** 12,620

- **Total Assets:** $181.4M

## 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|12,620|$181.4M|$1.3M|$11.3M|

| 2023|10,255|$165.2M|$1.0M|$10.0M|

| 2022|9,805|$145.6M|$931,273|$10.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$368,812|—|$368,812|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$100,355|—|$100,355|

| CLIFTONLARSONALLEN LLP|AUDITOR|$44,042|—|$44,042|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $513,209

- **Estimated Expense Ratio:** 0.283% 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|$623,728|$100,355|—|$44,042|—|

| 2023|$547,296|$28,061|$432,619|—|—|

| 2022|$508,568|$4,788|$410,213|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fertitta-entertainment-inc-401k-plan)

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