Plan Snapshot
- Plan Sponsor: Musselman Hotels, LLC
- Sponsor EIN: 311563828
- Sponsor Address: 2912 EASTPOINT PKWY, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $9.9M
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 | 267 | $9.9M | $274,304 | $584,868 |
| 2023 | 245 | $8.1M | $260,555 | $526,271 |
| 2022 | 214 | $6.7M | $245,941 | $519,431 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $6,215 | — | $6,215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,215
- Estimated Expense Ratio: 0.063% 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 | $6,215 | $793 | — | — | — |
| 2023 | $13,179 | — | — | — | — |
| 2022 | $11,280 | — | — | — | — |