Plan Snapshot
- Plan Sponsor: Schulte Hospitality Group, INC.
- Sponsor EIN: 371392767
- Sponsor Address: 2000 HIGH WICKMAN PLACE ST. 300, LOUISVILLE, KY, 40245
- Plan Type: 401(k)
- Total Participants: 5,821
- Total Assets: $45.9M
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 | 5,821 | $45.9M | $3.0M | $11.4M |
| 2023 | 5,281 | $35.1M | $3.3M | $10.6M |
| 2022 | 5,118 | $21.3M | $882,777 | $8.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $227,789 | — | — | — | — |
| 2023 | $191,762 | — | — | — | — |
| 2022 | $132,131 | — | — | — | — |