# Hotel Development And Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/hotel-development-and-management-401k-plan

> Hotel Development And Management LLC's 401(k) plan: 598 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Hotel Development And Management LLC

- **Sponsor EIN:** 260850249

- **Sponsor Address:** 125 NE FIRST AVENUE, SUITE 1, OCALA, FL, 34470

- **Plan Type:** 401(k)

- **Total Participants:** 598

- **Total Assets:** $3.9M

## 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.|

| 2023|598|$3.9M|$247,173|$448,665|

| 2022|471|$2.8M|$179,468|$325,747|

## 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|

| GALLAGHER FIDUCIARY ADVISORS|ADVISOR|$19,360|—|$19,360|

| FRSCPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,360

- **Estimated Expense Ratio:** 0.503% 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|

| 2023|$27,298|—|$27,298|—|—|

| 2022|$18,381|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hotel-development-and-management-401k-plan)

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