Plan Snapshot
- Plan Sponsor: Rosewood Hotels And Resorts, LLC
- Sponsor EIN: 752746788
- Sponsor Address: 9220 W SUNSET BLVD, HOLLYWOOD, CA, 90069
- Plan Type: DC
- Total Participants: 559
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 559 | $29.6M | $501,380 | $1.5M |
| 2023 | 505 | $28.0M | $493,209 | $1.4M |
| 2022 | 473 | $23.8M | $327,393 | $1.4M |
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 | $20,085 | — | $20,085 |
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: $20,085
- Estimated Expense Ratio: 0.068% 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 | $156,085 | — | — | $35,020 | — |
| 2023 | $85,729 | — | — | $20,085 | — |
| 2022 | $45,158 | — | — | — | — |