Plan Snapshot
- Plan Sponsor: G6 Hospitality LLC
- Sponsor EIN: 770086501
- Sponsor Address: 6509 WINDCREST DR., SUITE 100, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $78.1M
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 | 194 | $78.1M | $881,364 | $2.2M |
| 2023 | 251 | $72.5M | $881,570 | $2.2M |
| 2022 | 289 | $70.1M | $1.2M | $2.8M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | $51,106 | — | $51,106 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,975 | — | $49,975 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,821 | — | $8,821 |
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | $3,500 | — | $3,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,402
- Estimated Expense Ratio: 0.145% 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 | $113,403 | $59,928 | — | $3,500 | — |
| 2023 | $87,666 | $57,006 | — | — | — |
| 2022 | $87,510 | $4,116 | — | — | — |