Plan Snapshot
- Plan Sponsor: Maybourne Beverly Hills Operator LLC
- Sponsor EIN: 845001293
- Sponsor Address: 225 N CANON DR, BEVERLY HILLS, CA, 90210
- Plan Type: 401(k)
- Total Participants: 509
- Total Assets: $8.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 509 | $8.1M | $727,772 | $1.5M |
| 2023 | 459 | $5.7M | $574,036 | $1.2M |
| 2022 | 414 | $3.4M | $476,172 | $964,286 |
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 |
|---|---|---|---|---|
| CHANNEL WEALTH LLC | INVESTMENT/FI NANCIAL ADV | $20,393 | — | $20,393 |
| ADP, INC. | RECORDKEEPER | $11,154 | — | $11,154 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,547
- Estimated Expense Ratio: 0.390% 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 | $31,549 | — | $11,011 | — | — |
| 2023 | $20,136 | $14,426 | — | — | — |
| 2022 | $11,612 | — | — | — | — |