Plan Snapshot
- Plan Sponsor: Resort Group, LLC
- Sponsor EIN: 841420748
- Sponsor Address: 2150 RESORT DR., UNIT 300, STEAMBOAT SPRINGS, CO, 80487
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $6.6M
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 | 161 | $6.6M | $101,889 | $416,116 |
| 2023 | 150 | $6.2M | $116,064 | $394,709 |
| 2022 | 112 | $5.0M | $81,204 | $356,940 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $39,476 | — | $39,476 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $19,284 | — | $19,284 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,760
- Estimated Expense Ratio: 0.895% 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 | $58,760 | — | — | — | — |
| 2023 | $47,351 | — | — | — | — |
| 2022 | $49,583 | — | $49,583 | — | — |