Plan Snapshot
- Plan Sponsor: Sajahtera, INC. Dba The Beverly Hills Hotel
- Sponsor EIN: 954126938
- Sponsor Address: 9641 SUNSET BOULEVARD, BEVERLY HILLS, CA, 90210
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $80.6M
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 | 817 | $80.6M | $2.4M | $4.4M |
| 2023 | 702 | $69.5M | $2.2M | $3.9M |
| 2022 | 663 | $57.1M | $2.1M | $3.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,867 | — | $41,867 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,869 | — | $18,869 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,736
- Estimated Expense Ratio: 0.075% 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 | $60,736 | $18,869 | — | — | — |
| 2023 | $55,027 | $16,006 | — | — | — |
| 2022 | $57,301 | $20,868 | — | — | — |