Plan Snapshot
- Plan Sponsor: Proper Hospitality LLC
- Sponsor EIN: 463538198
- Sponsor Address: 225 ARIZONA AVE. STE. 350, SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Total Participants: 1,083
- Total Assets: $8.9M
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 | 1,083 | $8.9M | $243,931 | $1.6M |
| 2023 | 884 | $6.6M | $246,623 | $1.4M |
| 2022 | 481 | $4.2M | $130,995 | $917,031 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,498 | — | — | — | — |
| 2023 | $45,506 | — | — | — | — |
| 2022 | $39,748 | — | — | — | — |