Plan Snapshot
- Plan Sponsor: Pm Hospitality Strategies, INC.
- Sponsor EIN: 541811207
- Sponsor Address: 5425 WISCONSIN AVENUE STE 700, CHEVY CHASE, MD, 20815
- Plan Type: 401(k)
- Total Participants: 5,016
- Total Assets: $30.8M
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 | 5,016 | $30.8M | $1.2M | $3.4M |
| 2023 | 3,354 | $23.1M | $671,946 | $2.8M |
| 2022 | 2,949 | $13.6M | $517,384 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $94,953 | — | $94,953 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $57,352 | — | $57,352 |
| SNYDER COHN PC | ACCOUNTANT/AUDITOR | $32,500 | — | $32,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- SNYDER COHN PC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,805
- Estimated Expense Ratio: 0.601% 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 | $184,804 | $57,352 | — | $32,500 | — |
| 2023 | $118,081 | $36,332 | — | $19,500 | — |
| 2022 | $85,538 | — | — | — | — |