Plan Snapshot
- Plan Sponsor: Northview Hotels & Resorts, LLC
- Sponsor EIN: 371872812
- Sponsor Address: 15 RIVER ROAD, SUITE 15B, WILTON, CT, 06897
- Plan Type: 401(k)
- Total Participants: 2,348
- Total Assets: $21.2M
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 | 2,348 | $21.2M | $1.5M | $3.7M |
| 2023 | 2,243 | $15.4M | $1.3M | $3.3M |
| 2022 | 1,780 | $9.2M | $911,929 | $2.3M |
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 | $88,712 | $35 | $88,747 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,747
- Estimated Expense Ratio: 0.418% 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 | $88,713 | — | $88,713 | — | — |
| 2023 | $74,751 | — | $74,751 | — | — |
| 2022 | $53,980 | — | $53,980 | — | — |