Plan Snapshot
- Plan Sponsor: Rosewood Hotels And Resorts, LLC.
- Sponsor EIN: 752746788
- Sponsor Address: 9220 WEST SUNSET BLVD, WEST HOLLYWOOD, CA, 90069
- Plan Type: 401(k)
- Total Participants: 1,282
- Total Assets: $42.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,282 | $42.8M | $2.1M | $4.7M |
| 2023 | 1,130 | $36.3M | $1.6M | $3.9M |
| 2022 | 850 | $26.5M | $1.2M | $3.0M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $20,600 | — | $20,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,600
- Estimated Expense Ratio: 0.048% 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 | $228,381 | — | — | $33,130 | — |
| 2023 | $190,292 | — | — | $20,600 | — |
| 2022 | $189,801 | — | — | — | $51,290 |