Plan Snapshot
- Plan Sponsor: Ols Hotels & Resorts, LLC
- Sponsor EIN: 954181890
- Sponsor Address: 16000 VENTURA BLVD., SUITE 1010, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 1,454
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,454 | $26.5M | $1.1M | $2.9M |
| 2023 | 1,396 | $22.8M | $1.2M | $3.0M |
| 2022 | 1,307 | $17.9M | $959,546 | $2.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | RECORD KEEPER | $102,841 | — | $102,841 |
| TROUG-RYDING COMPANY, INC. | CONTRACT ADMIN | $51,616 | — | $51,616 |
| MONARCH CORPORATE ADVISORS, INC. | INVESTMENT ADVISOR | $35,586 | — | $35,586 |
| PENSION ASSURANCE LLP | AUDITOR | $19,700 | — | $19,700 |
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | $18,457 | — | $18,457 |
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: $228,200
- Estimated Expense Ratio: 0.862% 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 | $151,742 | $151,742 | — | — | — |
| 2023 | $121,904 | $121,904 | — | — | — |
| 2022 | $113,083 | $113,083 | — | — | — |