# Rosen Hotels & Resorts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rosen-hotels-resorts-401k-plan

> Rosen Hotels & Resorts, INC.'s 401(k) plan: 3,893 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosen Hotels & Resorts, INC.

- **Sponsor EIN:** 591536217

- **Sponsor Address:** 4000 DESTINATION PARKWAY, ORLANDO, FL, 32819

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

- **Total Participants:** 3,893

- **Total Assets:** $100.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,893|$100.6M|$3.4M|$9.7M|

| 2023|3,692|$82.0M|$3.0M|$8.4M|

| 2022|3,597|$64.4M|$2.6M|$7.0M|

## 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|

| UBS FINANCIAL SERVICES INC|NONE|$50,000|—|$50,000|

| CAROL ZMUDA PA|NONE|$36,500|—|$36,500|

| CAROL ZMUDA, P.A.|Auditor|$36,500|—|$36,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,000

- **Estimated Expense Ratio:** 0.122% 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|$338,447|$50,000|—|$36,500|—|

| 2023|$269,065|$50,000|—|$35,000|—|

| 2022|$112,764|$50,000|$34,464|—|$28,300|

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