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 |
|---|---|---|---|---|
| SCPA GROUP, LLC | Auditor | — | — | $0 |
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 | $58,760 | — | — | — | — |
| 2023 | $47,351 | — | — | — | — |
| 2022 | $49,583 | — | $49,583 | — | — |