Plan Snapshot
- Plan Sponsor: The Edward Thomas Hospitality Corp.
- Sponsor EIN: 954297274
- Sponsor Address: 9950 SANTA MONICA BOULEVARD, BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 397
- Total Assets: $910,100
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 397 | $910,100 | $0 | $0 |
| 2024 | 429 | $1.6M | $7.2M | $432,007 |
| 2023 | 457 | $622,532 | $6.5M | $408,403 |
| 2022 | 441 | $522,386 | $6.1M | $383,308 |
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 |
|---|---|---|---|---|
| BENEFIT AND RISK MANAGEMENT SERVICE | Other Service Provider | $275,747 | — | $275,747 |
| EDGEWOOD PARTNERS INSURANCE CENTER | Other Service Provider | $84,000 | — | $84,000 |
| BEEBOUT WILLIAMS & OLDS, CPAS | Other Service Provider | $22,750 | — | $22,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $382,497
- Estimated Expense Ratio: 42.028% 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 |
|---|---|---|---|---|---|
| 2025 | $7,702,781 | — | $275,747 | $22,750 | — |
| 2024 | $396,098 | — | $284,264 | $16,630 | — |
| 2023 | $398,076 | — | $282,984 | $18,115 | — |
| 2022 | $359,611 | — | $251,048 | — | $101,150 |