# Sandestin Beach Hotel, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/sandestin-beach-hotel-ltd-401k-plan

> Sandestin Beach Hotel, Ltd's 401(k) plan: 597 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sandestin Beach Hotel, Ltd

- **Sponsor EIN:** 593398821

- **Sponsor Address:** 4000 SANDESTIN BLVD. S., MIRAMAR BEACH, FL, 32550

- **Plan Type:** 401(k)

- **Total Participants:** 597

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|597|$13.4M|$423,570|$845,805|

| 2023|413|$12.1M|$557,511|$874,122|

| 2022|390|$9.7M|$245,884|$814,768|

## 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|$34,660|—|$34,660|

| LPL FINANCIAL LLC|ADVISOR|$29,760|—|$29,760|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$11,550|—|$11,550|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,970

- **Estimated Expense Ratio:** 0.569% 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|$75,970|$29,760|—|$11,550|—|

| 2023|$61,532|$25,291|—|$6,550|—|

| 2022|$59,074|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sandestin-beach-hotel-ltd-401k-plan)

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