# Pm Hospitality Strategies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pm-hospitality-strategies-inc-401k-plan

> Pm Hospitality Strategies, INC.'s 401(k) plan: 5,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [SNYDER COHN PC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pm-hospitality-strategies-inc-401k-plan)

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