# Hotel Equities Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hotel-equities-group-llc-401k-plan-001

> Hotel Equities Group, LLC&#39;s 401(k) plan: 5,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hotel Equities Group, LLC

- **Sponsor EIN:** 731718961

- **Sponsor Address:** 4800 NORTH POINT PKWY, ALPHARETTA, GA, 30022

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

- **Total Participants:** 5,128

- **Total Assets:** $28.1M

## 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|5,128|$28.1M|$2.6M|$5.1M|

## 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|

| WINDHAM BRANNON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WINDHAM BRANNON](https://planprovider.pro/provider/windham-brannon-llc) — 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|$241,150|$7,111|—|—|—|

## Similar Plans

- [Hotel Equities Group, LLC](https://planprovider.pro/companies/hotel-equities-group-llc-401k-plan) — 4,757 participants

- [Impellam North America Support Services, INC.](https://planprovider.pro/companies/impellam-north-america-support-services-inc-401k-plan) — 4,480 participants

- [Document Technologies, LLC](https://planprovider.pro/companies/document-technologies-llc-401k-plan) — 7,298 participants

- [Optomi, LLC](https://planprovider.pro/companies/optomi-llc-401k-plan) — 2,813 participants

- [Matrix Resources, LLC](https://planprovider.pro/companies/matrix-resources-llc-401k-plan) — 1,772 participants

- [Independent Physicians Resource, INC.](https://planprovider.pro/companies/independent-physicians-resource-inc-401k-plan) — 1,606 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hotel-equities-group-llc-401k-plan-001)

&copy; 2026 PlanProvider.Pro
