Plan Snapshot
- Plan Sponsor: Highpointe Hospitality, INC.
- Sponsor EIN: 593558189
- Sponsor Address: 311 GULF BREEZE PARKWAY, GULF BREEZE, FL, 32561
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $11.2M
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 | 174 | $11.2M | $119,402 | $325,704 |
| 2023 | 234 | $11.1M | $129,575 | $348,302 |
| 2022 | 249 | $10.4M | $118,228 | $352,992 |
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 |
|---|---|---|---|---|
| SMITH DUKES & BUCKALEW LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH DUKES & BUCKALEW LLP — 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 | $49,445 | $27,654 | — | — | — |
| 2023 | $46,268 | $26,097 | — | — | — |
| 2022 | $51,534 | — | — | — | — |