Plan Snapshot
- Plan Sponsor: Heritage Hotels And Resorts, INC.
- Sponsor EIN: 201884106
- Sponsor Address: 201 THIRD STREET NW #1140, ALBUQUERQUE, NM, 87102
- Plan Type: 401(k)
- Total Participants: 1,234
- Total Assets: $1.8M
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 | 1,234 | $1.8M | $123,249 | $608,103 |
| 2023 | 1,251 | $1.0M | $110,877 | $462,636 |
| 2022 | 1,177 | $477,078 | $82,721 | $352,963 |
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 |
|---|---|---|---|---|
| REDW, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,914 | $7,260 | $6,610 | — | — |
| 2023 | $23,604 | $3,325 | $5,280 | — | — |
| 2022 | $12,376 | $2,000 | $10,376 | — | — |