# Hotel Valencia Corporation 401(k) Plan
Source: https://planprovider.pro/companies/hotel-valencia-corporation-401k-plan

> Hotel Valencia Corporation's 401(k) plan: 571 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hotel Valencia Corporation

- **Sponsor EIN:** 760649836

- **Sponsor Address:** 4400 POST OAK PARKWAY, STE 2800, HOUSTON, TX, 77027

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

- **Total Participants:** 571

- **Total Assets:** $9.2M

## 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|571|$9.2M|$272,035|$577,295|

| 2023|468|$7.8M|$229,252|$512,555|

| 2022|494|$6.9M|$0|$413,690|

## 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|

| NORTHWESTERN MUTUAL WM|NONE|$34,254|—|$34,254|

| AMERICAN UNITED LIFE INSURANCE CO.|NONE|$1,772|$23,421|$25,193|

| DESROCHES PARTNERS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL WM](https://planprovider.pro/provider/northwestern-mutual) — NONE

- [DESROCHES PARTNERS, LLP](https://planprovider.pro/provider/desroches-partners) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,447

- **Estimated Expense Ratio:** 0.644% 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|$35,476|—|$35,476|—|—|

| 2023|$28,884|—|$28,884|—|—|

| 2022|$28,275|—|$28,275|—|—|

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

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