Plan Snapshot
- Plan Sponsor: Holiday Inn Club Vacations Incorporated
- Sponsor EIN: 581434701
- Sponsor Address: 9271 S. JOHN YOUNG PARKWAY, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 4,144
- Total Assets: $160.1M
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 | 4,144 | $160.1M | $7.2M | $12.5M |
| 2023 | 4,570 | $140.4M | $6.2M | $12.1M |
| 2022 | 4,477 | $113.0M | $5.7M | $10.8M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $274,476 | — | $274,476 |
| NEWPORT CAPITAL GROUP LLC | NONE | $29,728 | — | $29,728 |
| NEWPORT CONSULTING GROUP | NONE | $14,864 | — | $14,864 |
| WITHUMSMITHBROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITHBROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,068
- Estimated Expense Ratio: 0.199% 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 | $318,223 | — | — | — | — |
| 2023 | $445,067 | — | — | — | — |
| 2022 | $376,929 | $73,864 | — | — | — |