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

> Hdg Hotels LLC's 401(k) plan: 535 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hdg Hotels LLC

- **Sponsor EIN:** 920275559

- **Sponsor Address:** 125 NE FIRST AVENUE, SUITE 1, OCALA, FL, 34470

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

- **Total Participants:** 535

- **Total Assets:** $3.1M

## 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|535|$3.1M|$228,997|$386,135|

## 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|

| GALLAGHER FIDUCIARY ADVISORS|ADVISOR|$11,357|—|$11,357|

| KELLY PARTNERS(FRS) ATTEST SERVICES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY ADVISORS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,357

- **Estimated Expense Ratio:** 0.363% 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|$30,112|—|$30,112|—|—|

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