Plan Snapshot
- Plan Sponsor: Unite Here Local 25 & Hotel Association Of Washington Dc Health & Welf
- Sponsor EIN: 362941623
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,839
- Total Assets: $4.4M
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 | 5,839 | $4.4M | $0 | $0 |
| 2024 | 5,854 | $3.2M | $7.0M | $3,779 |
| 2023 | 5,632 | $2.7M | $6.3M | $3,368 |
| 2022 | 5,197 | $1.8M | $4.3M | $15,895 |
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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC | Other Service Provider | $202,584 | — | $202,584 |
| NOVAK FRANCELLA LLC | Other Service Provider | $22,410 | — | $22,410 |
| BREDHOFF & KAISER, PLLC | Other Service Provider | $11,535 | — | $11,535 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,529
- Estimated Expense Ratio: 5.369% 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 | $5,791,251 | $2,500 | $202,584 | $20,200 | — |
| 2024 | $284,541 | — | $196,680 | $19,600 | — |
| 2023 | $265,506 | — | $190,956 | $24,269 | — |
| 2022 | $254,407 | — | $185,400 | — | $35,346 |