Plan Snapshot
- Plan Sponsor: Sree Hotels, LLC
- Sponsor EIN: 562073512
- Sponsor Address: 5113 PIPER STATION DRIVE, SUITE 300, CHARLOTTE, NC, 282776690
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 431 | $8.8M | $242,056 | $369,192 |
| 2023 | 418 | $7.6M | $230,698 | $350,383 |
| 2022 | 365 | $6.7M | $241,258 | $371,899 |
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 |
|---|---|---|---|---|
| CARTER, P.C. | Auditor | — | — | $0 |
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 | $70,435 | $35,485 | $14,582 | — | — |
| 2023 | $65,827 | $31,734 | $10,728 | — | — |
| 2022 | $74,070 | — | — | — | $74,070 |