Plan Snapshot
- Plan Sponsor: The Biltmore Hotel Limited Partnership
- Sponsor EIN: 650350171
- Sponsor Address: 1200 ANASTASIA AVENUE, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 1,185
- Total Assets: $18.6M
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 | 1,185 | $18.6M | $117,877 | $772,170 |
| 2023 | 1,093 | $16.3M | $122,307 | $801,560 |
| 2022 | 1,844 | $14.1M | $120,043 | $747,165 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,641 | $117,488 | $121,129 |
| SAGEVIEW ADVISORY GROUP | NONE | — | $34,994 | $34,994 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,123
- Estimated Expense Ratio: 0.842% 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 | $2,066 | — | $2,066 | — | — |
| 2023 | $2,221 | — | $2,221 | — | — |
| 2022 | $2,318 | — | $2,318 | — | — |