# Hotel Nikko (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/hotel-nikko-usa-inc-401k-plan

> Hotel Nikko (Usa), INC.&#39;s 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hotel Nikko (Usa), INC.

- **Sponsor EIN:** 133252761

- **Sponsor Address:** 222 MASON STREET, SAN FRANCISCO, CA, 94102

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

- **Total Participants:** 218

- **Total Assets:** $45.0M

## 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|218|$45.0M|$578,046|$993,252|

| 2023|197|$42.2M|$499,133|$861,980|

| 2022|179|$35.4M|$417,606|$687,899|

## 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|

| BAYBRIDGE CAPITAL GROUP LLC|ADVISOR|$45,000|—|$45,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,881|—|$13,881|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,881

- **Estimated Expense Ratio:** 0.131% 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|

| 2024|$58,985|$45,104|—|—|—|

| 2023|$59,626|$45,038|—|—|—|

| 2022|$58,093|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hotel-nikko-usa-inc-401k-plan)

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