Plan Snapshot
- Plan Sponsor: Pacific Hotel Management, LLC
- Sponsor EIN: 942749016
- Sponsor Address: 400 SOUTH EL CAMINO REAL SUITE 200, SAN MATEO, CA, 94402
- Plan Type: DC
- Total Participants: 499
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 499 | $7.2M | $0 | $521,893 |
| 2023 | 475 | $6.2M | $0 | $455,514 |
| 2022 | 408 | $5.6M | $0 | $445,796 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $16,395 | — | $16,395 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $10,749 | — | $10,749 |
| HUTCHINSON & BLOODGOOD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- HUTCHINSON & BLOODGOOD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,144
- Estimated Expense Ratio: 0.379% 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 | $31,800 | $21,051 | — | — | — |
| 2023 | $17,983 | $17,983 | — | — | — |
| 2022 | $4,352 | $4,352 | — | — | — |