Plan Snapshot
- Plan Sponsor: Hospitality Ventures, LLC
- Sponsor EIN: 201103957
- Sponsor Address: 100 WOODLAND POND, CARY, NC, 27513
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $12.0M
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 | 385 | $12.0M | $472,498 | $762,449 |
| 2023 | 275 | $10.4M | $445,402 | $685,038 |
| 2022 | 276 | $8.5M | $424,631 | $622,546 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $10,365 | — | — | — | — |
| 2023 | $12,992 | — | — | — | — |
| 2022 | $13,121 | — | — | — | — |