# Level5 Hospitality 401(k) Plan
Source: https://planprovider.pro/companies/level5-hospitality-401k-plan

> Level5 Hospitality&#39;s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Level5 Hospitality

- **Sponsor EIN:** 931345595

- **Sponsor Address:** 1450 TWIN LAKES AVE SUITE 201, BOZEMAN, MT, 59718

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

- **Total Participants:** 179

- **Total Assets:** $494,801

## 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|179|$494,801|$67,765|$148,599|

## 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|

| MILLER KAPLAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLER KAPLAN](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## 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|$1,041|$22|—|—|—|

## Similar Plans

- [Under Canvas, INC.](https://planprovider.pro/companies/under-canvas-inc-401k-plan) — 124 participants

- [Wilder Resorts, INC.](https://planprovider.pro/companies/wilder-resorts-inc-401k-plan) — 77 participants

- [Red Bear Corporation](https://planprovider.pro/companies/red-bear-corporation-401k-plan) — 2 participants

- [Averill Hospitality Employment Services, LLC](https://planprovider.pro/companies/averill-hospitality-employment-services-llc-401k-plan) — 378 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/level5-hospitality-401k-plan)

&copy; 2026 PlanProvider.Pro
