Plan Snapshot
- Plan Sponsor: Phr Micronesia INC. Dba Hyatt Regency Guam
- Sponsor EIN: 660681480
- Sponsor Address: 1155 PALE SAN VITORES RD., TUMON, GU, 96913
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 202
- Total Assets: $3.7M
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 | 202 | $3.7M | $128,779 | $386,968 |
| 2023 | 191 | $3.2M | $123,595 | $358,874 |
| 2022 | 332 | $2.7M | $116,860 | $356,890 |
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 |
|---|---|---|---|---|
| ASC TRUST, LLC | Other Service Provider | $33,092 | — | $33,092 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,092
- Estimated Expense Ratio: 0.902% 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 | $33,092 | — | $2,135 | — | — |
| 2023 | $28,512 | — | $900 | — | — |
| 2022 | $30,214 | $25,864 | $4,350 | — | — |