Plan Snapshot
- Plan Sponsor: Premier Ken Guam, L.P. Dba Hilton Guam Resort & Spa
- Sponsor EIN: 660696667
- Sponsor Address: 202 HILTON RD., TUMON BAY, GU, 96913
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 324
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 324 | $6.3M | $238,096 | $556,150 |
| 2023 | 371 | $5.8M | $227,823 | $497,262 |
| 2022 | 473 | $5.0M | $203,025 | $447,678 |
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 | Custodian / Trustee | $56,094 | — | $56,094 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,094
- Estimated Expense Ratio: 0.890% 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 | $56,244 | — | $5,530 | — | — |
| 2023 | $50,922 | — | $5,440 | — | — |
| 2022 | $53,381 | $47,246 | $6,135 | — | — |