# Spb Hospitality LLC 401(k) Plan
Source: https://planprovider.pro/companies/spb-hospitality-llc-401k-plan

> Spb Hospitality LLC's 401(k) plan: 7,917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spb Hospitality LLC

- **Sponsor EIN:** 851028712

- **Sponsor Address:** 19219 KATY FREEWAY, SUITE 500, HOUSTON, TX, 77094

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

- **Total Participants:** 7,917

- **Total Assets:** $16.2M

## 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|7,917|$16.2M|$403,541|$1.9M|

| 2023|8,874|$14.0M|$616,468|$2.0M|

| 2022|19,140|$10.7M|$942,839|$2.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$83,252|—|$83,252|

| OSAIC WEALTH INC|INVESTMENT ADVISOR|$40,681|—|$40,681|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$19,587|—|$19,587|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $143,520

- **Estimated Expense Ratio:** 0.884% 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|$143,520|$60,268|—|—|—|

| 2023|$103,898|$57,647|—|—|—|

| 2022|$89,239|—|$89,239|—|—|

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