Plan Snapshot
- Plan Sponsor: Trustees Of Restaurant & Hospitality Association Benefit Tr
- Sponsor EIN: 826830050
- Sponsor Address: 233 S. WACKER DRIVE SUITE 3600, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,886
- Total Assets: $126,845
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. |
|---|---|---|---|---|
| 2024 | 3,886 | $126,845 | $11.3M | $0 |
| 2023 | 2,988 | $108,341 | $14.0M | $0 |
| 2022 | 3,207 | $205,620 | $15.0M | $0 |
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 |
|---|---|---|---|---|
| CONNER ASH PC | Other Service Provider | $32,530 | — | $32,530 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,530
- Estimated Expense Ratio: 25.645% 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 | $44,801 | — | — | $32,530 | — |
| 2023 | $49,193 | — | — | $37,530 | — |
| 2022 | $46,898 | — | — | — | $35,445 |