Plan Snapshot
- Plan Sponsor: Stonebridge Hospitality Associates, LLC
- Sponsor EIN: 841568703
- Sponsor Address: 4949 S. NIAGARA STREET, SUITE 300, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 5,023
- Total Assets: $22.5M
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 | 5,023 | $22.5M | $1.5M | $3.4M |
| 2023 | 2,899 | $18.1M | $1.2M | $2.7M |
| 2022 | 1,659 | $14.2M | $926,637 | $2.3M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — 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 | $80,212 | $12,662 | — | — | — |
| 2023 | $66,553 | $16,391 | — | — | — |
| 2022 | $72,964 | — | — | — | — |