Plan Snapshot
- Plan Sponsor: Old Edwards Hospitality Group, LLC
- Sponsor EIN: 562320950
- Sponsor Address: 137 SOUTH 4TH STREET, HIGHLANDS, NC, 28741
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $6.4M
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 | 271 | $6.4M | $233,374 | $429,383 |
| 2023 | 256 | $5.6M | $246,925 | $435,093 |
| 2022 | 235 | $4.6M | $237,075 | $406,850 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY — 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 | $48,143 | $1,206 | — | — | — |
| 2023 | $40,714 | $981 | $37,789 | — | — |
| 2022 | $39,653 | — | $39,653 | — | — |