Plan Snapshot
- Plan Sponsor: H Lodge, LLC
- Sponsor EIN: 931172480
- Sponsor Address: 12909 SW 68TH PKWY, SUITE 430, TIGARD, OR, 97223
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $6.5M | $108,407 | $312,533 |
| 2023 | 129 | $6.1M | $102,573 | $285,990 |
| 2022 | 206 | $6.6M | $137,086 | $394,667 |
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 |
|---|---|---|---|---|
| MAGINNIS & CAREY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAGINNIS & CAREY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,864 | $13,401 | — | — | — |
| 2023 | $14,605 | $13,835 | — | — | — |
| 2022 | $24,780 | — | — | — | — |