# Rosewood Hotels And Resorts, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/rosewood-hotels-and-resorts-llc-401k-plan

> Rosewood Hotels And Resorts, LLC.&#39;s 401(k) plan: 1,282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rosewood-hotels-and-resorts-llc-401k-plan)

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