# Ols Hotels & Resorts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ols-hotels-resorts-llc-401k-plan

> Ols Hotels & Resorts, LLC's 401(k) plan: 1,454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ols-hotels-resorts-llc-401k-plan)

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