Plan Snapshot
- Plan Sponsor: Performance Hospitality Management, LLC
- Sponsor EIN: 451537816
- Sponsor Address: 910 SE 17TH STREET, FORT LAUDERDALE, FL, 33316
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $682,950
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 | 305 | $682,950 | $37,208 | $111,786 |
| 2023 | 155 | $1.6M | $451,041 | $445,256 |
| 2022 | 231 | $497,657 | $21,919 | $124,343 |
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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICE, LLC | NONE | $12,726 | — | $12,726 |
| SACCO CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACCO CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,726
- Estimated Expense Ratio: 1.863% 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 | $12,725 | $2,557 | — | — | — |
| 2023 | $40,789 | — | — | — | — |
| 2022 | $6,376 | $1,716 | — | — | — |