Plan Snapshot
- Plan Sponsor: Hospitality Restaurant Group, INC.
- Sponsor EIN: 383632404
- Sponsor Address: 745 S GARFIELD AVE STE A, TRAVERSE CITY, MI, 49685
- Plan Type: 401(k)
- Total Participants: 2,058
- Total Assets: $5.2M
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 | 2,058 | $5.2M | $63,241 | $636,033 |
| 2023 | 1,984 | $5.0M | $68,999 | $689,664 |
| 2022 | 2,366 | $4.3M | $57,324 | $573,166 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $83,439 | $11,781 | $71,658 | — | — |
| 2023 | $71,616 | $10,699 | $60,917 | — | — |
| 2022 | $70,615 | — | $70,615 | — | — |