# Sree Hotels, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sree-hotels-llc-401k-plan

> Sree Hotels, LLC's 401(k) plan: 431 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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