# Hospitality Ventures, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hospitality-ventures-llc-401k-plan

> Hospitality Ventures, LLC's 401(k) plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Sree Hotels, LLC](https://planprovider.pro/companies/sree-hotels-llc-401k-plan) — 431 participants

- [Winston Hospitality, INC.](https://planprovider.pro/companies/winston-hospitality-inc-401k-plan) — 330 participants

- [Old Edwards Hospitality Group, LLC](https://planprovider.pro/companies/old-edwards-hospitality-group-llc-401k-plan) — 271 participants

- [Wdi Hospitality LLC](https://planprovider.pro/companies/wdi-hospitality-llc-401k-plan) — 271 participants

- [Zealandia Holding Company, INC.](https://planprovider.pro/companies/zealandia-holding-company-inc-plan-002) — 246 participants

- [First Carolina Management. INC.](https://planprovider.pro/companies/first-carolina-management-inc-401k-plan) — 190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hospitality-ventures-llc-401k-plan)

© 2026 PlanProvider.Pro