Plan Snapshot
- Plan Sponsor: Innisfree Hotels, INC.
- Sponsor EIN: 630970679
- Sponsor Address: 113 BAYBRIDGE DR, GULF BREEZE, FL, 325614470
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $4.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 212 | $4.1M | $28,475 | $320,750 |
| 2023 | 170 | $3.5M | $18,444 | $191,121 |
| 2022 | 136 | $3.0M | $11,124 | $239,152 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH, | 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 | $15,830 | — | $15,830 | — | — |
| 2023 | $13,768 | — | $13,768 | — | — |
| 2022 | $13,154 | — | $13,154 | — | — |