Plan Snapshot
- Plan Sponsor: Hollander Hospitality LLC
- Sponsor EIN: 911746890
- Sponsor Address: 119 NORTH COMMERCIAL ST STE 165, BELLINGHAM, WA, 98225
- Plan Type: 401(k)
- Total Participants: 561
- Total Assets: $8.9M
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 | 561 | $8.9M | $325,768 | $796,828 |
| 2023 | 551 | $7.7M | $277,906 | $680,001 |
| 2022 | 261 | $6.1M | $229,659 | $529,328 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,762 | $52,871 | $56,633 |
| EDWARD D JONES AND CO | NONE | — | $21,096 | $21,096 |
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWYER, PEMBERTON & COULSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,729
- Estimated Expense Ratio: 0.870% 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 | $5,061 | $2,574 | $2,487 | — | — |
| 2023 | $5,586 | $1,083 | $4,503 | — | — |
| 2022 | $4,560 | — | $4,560 | — | — |