# Montage Hotels And Resorts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/montage-hotels-and-resorts-llc-401k-plan

> Montage Hotels And Resorts, LLC's 401(k) plan: 4,443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montage Hotels And Resorts, LLC

- **Sponsor EIN:** 030387343

- **Sponsor Address:** 3 ADA PARKWAY, IRVINE, CA, 92618

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

- **Total Participants:** 4,443

- **Total Assets:** $112.7M

## 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|4,443|$112.7M|$5.2M|$11.3M|

| 2023|3,814|$91.4M|$4.3M|$9.4M|

| 2022|4,931|$67.8M|$3.6M|$7.6M|

## 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|$165,673|—|$165,673|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$34,543|—|$34,543|

| STRATEGIC ADVISORS, INC.|ADVISOR|$28,987|—|$28,987|

| HOLTHOUSE CARLIN & VAN TRIGHT LLP|ACCOUNTANT/AUDITOR|$6,725|—|$6,725|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HOLTHOUSE CARLIN & VAN TRIGHT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $235,928

- **Estimated Expense Ratio:** 0.209% 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|$235,928|$63,530|$300|$6,725|—|

| 2023|$247,905|$79,140|—|$11,163|—|

| 2022|$234,227|$29,468|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/montage-hotels-and-resorts-llc-401k-plan)

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