Plan Snapshot
- Plan Sponsor: Mckibbon Hotel Management, INC.
- Sponsor EIN: 582251064
- Sponsor Address: 5315 AVION PARK DR, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 1,949
- Total Assets: $35.1M
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 | 1,949 | $35.1M | $984,880 | $2.2M |
| 2023 | 1,799 | $30.9M | $881,238 | $1.9M |
| 2022 | 1,611 | $25.1M | $729,246 | $1.6M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $78,905 | — | $78,905 |
| WILLIS INVESTMENT COUNSEL | NONE | $44,729 | — | $44,729 |
| MAULDIN & JENKINS CPAS & ADVISORS | NONE | $33,685 | — | $33,685 |
| MAULDIN & JENKINS | Auditor | $33,685 | — | $33,685 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,004
- Estimated Expense Ratio: 0.545% 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 | $157,320 | $44,729 | $78,906 | $33,685 | — |
| 2023 | $134,425 | — | $65,030 | $16,500 | — |
| 2022 | $130,281 | — | $64,108 | — | $16,589 |