# Kingwood Orlando Reunion Resort,LLC 401(k) Plan
Source: https://planprovider.pro/companies/kingwood-orlando-reunion-resort-llc-401k-plan

> Kingwood Orlando Reunion Resort,LLC's 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kingwood Orlando Reunion Resort,LLC

- **Sponsor EIN:** 832315866

- **Sponsor Address:** 7953 GATHERING DRIVE, KISSIMMEE, FL, 34747

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

- **Total Participants:** 361

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|361|$5.8M|$288,577|$744,521|

| 2023|335|$4.6M|$236,278|$724,586|

| 2022|299|$3.5M|$167,571|$452,438|

## 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|

| JULY BUSINESS SERVICES|RECORD KEEPER|$41,109|—|$41,109|

| CPS INVESTMENT ADVISORS|FINANCIAL ADVISOR|$37,188|—|$37,188|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$19,919|—|$19,919|

| CARR RIGGS & INGRAM, LLC|AUDITOR|$19,500|—|$19,500|

| PERVIS GRAY AND COMPANY|AUDITOR|$8,000|—|$8,000|

| PURVIS GRAY AND COMPANY|AUDITOR|$8,000|—|$8,000|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES](https://planprovider.pro/provider/july-business-services) — RECORD KEEPER

- [CPS INVESTMENT ADVISORS](https://planprovider.pro/provider/cps-investment-advisors) — FINANCIAL ADVISOR

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,716

- **Estimated Expense Ratio:** 2.307% 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|$125,626|$37,188|$54,827|$27,500|—|

| 2023|$38,427|—|$38,427|—|—|

| 2022|$37,602|$941|$36,661|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kingwood-orlando-reunion-resort-llc-401k-plan)

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