Plan Snapshot
- Plan Sponsor: Icon Lodging LLC
- Sponsor EIN: 462641567
- Sponsor Address: 3501 OLYMPUS BLVD, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $175,073
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $175,073 | $0 | $46,735 |
| 2023 | 164 | $141,665 | $0 | $38,271 |
| 2022 | 165 | $102,077 | $0 | $27,809 |
| 2019 | 89 | $37,647 | $0 | $22,886 |
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 |
|---|---|---|---|---|
| ICON | Auditor | — | — | $0 |
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 | $5,899 | — | — | — | — |
| 2023 | $3,689 | — | — | — | — |
| 2022 | $3,413 | — | $3,413 | — | — |
| 2019 | — | — | — | — | — |