Plan Snapshot
- Plan Sponsor: Max Hospitality, LLC
- Sponsor EIN: 873600947
- Sponsor Address: 249 PEARL STREET, HARTFORD, CT, 06103
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $4.7M
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 | 280 | $4.7M | $314,140 | $462,348 |
| 2023 | 238 | $3.7M | $316,225 | $466,046 |
| 2022 | 299 | $2.7M | $0 | $70,764 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $41,985 | $14,356 | — | — | — |
| 2023 | $42,630 | — | — | — | — |
| 2022 | — | — | — | — | — |