Plan Snapshot
- Plan Sponsor: Host International, INC.
- Sponsor EIN: 521242334
- Sponsor Address: 6905 ROCKLEDGE DR, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 17,622
- Total Assets: $484.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,622 | $484.6M | $11.0M | $22.2M |
| 2023 | 16,078 | $380.0M | $10.8M | $20.1M |
| 2022 | 15,836 | $321.9M | $9.0M | $17.3M |
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 | $607,825 | — | $607,825 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $154,119 | — | $154,119 |
| MITCHELL & TITUS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MITCHELL & TITUS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $761,944
- Estimated Expense Ratio: 0.157% 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 | $761,944 | $154,119 | — | — | — |
| 2023 | $604,700 | $130,595 | — | — | — |
| 2022 | $627,703 | $111,924 | — | — | — |