Plan Snapshot
- Plan Sponsor: Peninsula Hotel Chicago, LLC
- Sponsor EIN: 364273832
- Sponsor Address: 108 EAST SUPERIOR, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 596
- Total Assets: $66.2M
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 | 596 | $66.2M | $1.7M | $3.0M |
| 2023 | 562 | $58.4M | $1.5M | $2.7M |
| 2022 | 520 | $50.7M | $1.4M | $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 |
|---|---|---|---|---|
| FIELD OLSON | Other Service Provider | $62,952 | — | $62,952 |
| TAX SHELTERED COMPENSATION, INC. | Other Service Provider | $32,001 | — | $32,001 |
| ABDO, LLP | Other Service Provider | $27,000 | — | $27,000 |
| WILSHIRE ASSOCIATES | Other Service Provider | $12,720 | — | $12,720 |
| JOHN HANCOCK LIFE INS. CO USA | Other Service Provider | $5,439 | — | $5,439 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE ASSOCIATES — Other Service Provider
- JOHN HANCOCK LIFE INS. CO USA — Other Service Provider
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,112
- Estimated Expense Ratio: 0.212% 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 | $263,513 | — | $263,513 | — | — |
| 2023 | $237,342 | — | $237,342 | — | — |
| 2022 | $240,107 | — | $240,107 | — | — |