Plan Snapshot
- Plan Sponsor: Starwood Headquarters, L.L.C
- Sponsor EIN: 061531830
- Sponsor Address: 591 W. PUTNAM AVENUE, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $109.5M
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 | 353 | $109.5M | $661,354 | $6.1M |
| 2023 | 371 | $93.9M | $637,667 | $5.7M |
| 2022 | 1,958 | $90.3M | $1.1M | $7.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $136,195 | $47,500 | $51,153 | — | — |
| 2023 | $157,372 | $47,500 | $72,482 | — | — |
| 2022 | $148,056 | $28,764 | $103,099 | — | $16,193 |