Plan Snapshot
- Plan Sponsor: Reneson Hotels, INC.
- Sponsor EIN: 941403871
- Sponsor Address: 2700 JUNIPERO SERRA BLVD., DALY CITY, CA, 94015
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $14.1M
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 | 195 | $14.1M | $227,449 | $549,500 |
| 2023 | 181 | $12.3M | $219,783 | $525,530 |
| 2022 | 171 | $10.1M | $206,355 | $505,238 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $20,774 | $4,479 | $25,253 |
| ADP, INC. | RECORD KEEPER | $24,128 | — | $24,128 |
| BAKERTILLY US, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKERTILLY US, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,381
- Estimated Expense Ratio: 0.351% 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 | $44,902 | $20,774 | — | — | — |
| 2023 | $40,469 | $17,038 | — | — | — |
| 2022 | $43,456 | — | — | — | — |