# Roosevelt Hotel LLC 401(k) Plan
Source: https://planprovider.pro/companies/roosevelt-hotel-llc-401k-plan

> Roosevelt Hotel LLC's 401(k) plan: 357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roosevelt Hotel LLC

- **Sponsor EIN:** 954715049

- **Sponsor Address:** 7000 HOLLYWOOD BLVD, LOS ANGELES, CA, 90028

- **Plan Type:** 401(k)

- **Total Participants:** 357

- **Total Assets:** $9.6M

## 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|357|$9.6M|$238,766|$402,444|

| 2023|371|$9.3M|$230,646|$423,715|

| 2022|383|$8.0M|$229,877|$448,668|

| 2020|347|$8.2M|$0|$0|

## 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|

| LPL FINANCIAL RPCP|NONE|$13,620|—|$13,620|

| ACCELERATE INVESTMENT ADVISORS|NONE|$13,434|—|$13,434|

| ASCENSUS LLC|NONE|$8,145|$5|$8,150|

| RAIMONDO PETTIT GROUP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,204

- **Estimated Expense Ratio:** 0.367% 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|$35,199|$27,054|$8,145|—|—|

| 2023|$24,842|$19,937|$4,905|—|—|

| 2022|$22,157|$19,997|$2,160|—|—|

| 2020|$34,965|$17,212|$17,753|—|—|

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