# Rosewood Hotels And Resorts, LLC DC Plan
Source: https://planprovider.pro/companies/rosewood-hotels-and-resorts-llc-plan-003

> Rosewood Hotels And Resorts, LLC's DC plan: 559 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 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](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:** $20,085

- **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|—|—|—|—|

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