# Merritt Hospitality LLC 401(k) Plan
Source: https://planprovider.pro/companies/merritt-hospitality-llc-401k-plan

> Merritt Hospitality LLC's 401(k) plan: 10,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merritt Hospitality LLC

- **Sponsor EIN:** 522353526

- **Sponsor Address:** 101 MERRITT 7, 1ST FLOOR, NORWALK, CT, 06851

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

- **Total Participants:** 10,066

- **Total Assets:** $198.2M

## 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|10,066|$198.2M|$8.3M|$17.9M|

| 2023|10,540|$165.5M|$7.4M|$15.8M|

| 2022|9,086|$130.9M|$5.4M|$12.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$419,872|—|$419,872|

| MAYFLOWER FINANCIAL ADVISORS LLC|ADVISOR|$55,000|—|$55,000|

| COHNREZNICK LLP|ACCOUNTANT/AUDITOR|$40,950|—|$40,950|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COHNREZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $515,822

- **Estimated Expense Ratio:** 0.260% 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|$515,822|$55,000|—|$40,950|—|

| 2023|$445,404|$55,000|$1,800|$38,850|—|

| 2022|$442,972|—|—|—|—|

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

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