Plan Snapshot
- Plan Sponsor: Hilton Resorts Corporation
- Sponsor EIN: 954349751
- Sponsor Address: 5323 MILLENIA LAKES BOULEVARD, ORLANDO, FL, 32839
- Plan Type: 401(k)
- Total Participants: 17,831
- Total Assets: $705.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,831 | $705.6M | $39.5M | $72.1M |
| 2023 | 11,773 | $481.3M | $27.6M | $50.0M |
| 2022 | 11,232 | $373.5M | $23.3M | $42.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,042,320 | — | $1,042,320 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $83,811 | — | $83,811 |
| ALSTON & BIRD LLP | ATTORNEY/LEGAL | $49,297 | — | $49,297 |
| WITHUMSMITH+BROWN, P.C. | ACCOUNTANT/AUDITOR | $30,160 | — | $30,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ALSTON & BIRD LLP — ATTORNEY/LEGAL
- WITHUMSMITH+BROWN, P.C. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,205,588
- Estimated Expense Ratio: 0.171% 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 | $1,203,838 | — | $1,500 | $30,160 | — |
| 2023 | $878,083 | $94,756 | $1,200 | $65,922 | — |
| 2022 | $843,725 | — | — | — | — |