# San Mateo Hotel Employees & Restaurant Employees Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/san-mateo-hotel-employees-restaurant-employees-welfare-fund-946081299-501

> San Mateo Hotel Employees & Restaurant Employees Welfare Fund's Health & Welfare plan: 2,848 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Mateo Hotel Employees & Restaurant Employees Welfare Fund

- **Sponsor EIN:** 946081299

- **Sponsor Address:** 6800 SANTA TERESA BLVD., SUITE 100, SAN JOSE, CA, 95119

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,848

- **Total Assets:** $32.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,848|$32.4M|$49.5M|$0|

| 2023|2,436|$26.2M|$40.2M|$0|

| 2022|1,814|$21.2M|$29.3M|$0|

## 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|

| UNITED ADMINISTRATIVE SERVICES|Other Service Provider|$629,606|—|$629,606|

| ANTHEM BLUE CROSS LIFE & HEALTH INS|Other Service Provider|$259,079|—|$259,079|

| WITHUM SMITH & BROWN|Auditor|$153,755|—|$153,755|

| RAEL & LETSON|Other Service Provider|$104,415|—|$104,415|

| ASCENDANT HEALTHCARE|Other Service Provider|$67,334|—|$67,334|

| SMART SOURCE LLC|Other Service Provider|$41,460|—|$41,460|

| INEICH & COMPANY, LLP|Auditor|$24,688|—|$24,688|

| CHARLES SCULLY II|Recordkeeper|$24,000|—|$24,000|

| US BANK, N.A.|Recordkeeper|$20,284|—|$20,284|

| GARCIA HAMILTON & ASSOCIATES|Other Service Provider|$16,099|—|$16,099|

| PENSION EVALUATION, INC.|Other Service Provider|$10,000|—|$10,000|

| WEALTH ENHACEMENT GROUP|Other Service Provider|$9,257|—|$9,257|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUM SMITH & BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

- [CHARLES SCULLY II](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [US BANK, N.A.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,359,977

- **Estimated Expense Ratio:** 4.191% 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|$1,474,308|$35,356|$629,606|$24,688|—|

| 2023|$1,204,072|$54,969|$508,719|$23,162|—|

| 2022|$976,554|$51,613|$389,870|—|$274,506|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-mateo-hotel-employees-restaurant-employees-welfare-fund-946081299-501)

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