# Hersha Hospitality Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/hersha-hospitality-management-l-p-401k-plan

> Hersha Hospitality Management, L.P.'s 401(k) plan: 11,635 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hersha Hospitality Management, L.P.

- **Sponsor EIN:** 232947379

- **Sponsor Address:** 2001 MARKET STREET, PHILADELPHIA, PA, 19103

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

- **Total Participants:** 11,635

- **Total Assets:** $73.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|11,635|$73.5M|$2.0M|$10.7M|

| 2023|8,581|$59.7M|$1.8M|$9.6M|

| 2022|8,629|$43.6M|$1.3M|$6.7M|

## 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 HOLDCO LLC|CONSULTANT|$42,754|—|$42,754|

| STRATEGIC ADVISORS, INC.|ADVISOR|$26,406|—|$26,406|

| BOLES METZGER BROSIUS & WALBORN PC|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

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

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BOLES METZGER BROSIUS & WALBORN PC](https://planprovider.pro/provider/boles-metzger-brosius-and-walborn-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,160

- **Estimated Expense Ratio:** 0.112% 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|$85,048|$26,406|$300|$13,000|—|

| 2023|$118,777|$27,722|—|$13,000|—|

| 2022|$117,199|$15,563|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hersha-hospitality-management-l-p-401k-plan)

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