# Viceroy Hotel Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/viceroy-hotel-management-llc-401k-plan

> Viceroy Hotel Management, LLC's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Viceroy Hotel Management, LLC

- **Sponsor EIN:** 331076496

- **Sponsor Address:** 750 N SAN VICENTE BLVD, WEST HOLLYWOOD, CA, 900695788

- **Plan Type:** 401(k)

- **Total Participants:** 317

- **Total Assets:** $13.1M

## 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|317|$13.1M|$476,721|$831,965|

| 2023|275|$12.3M|$498,748|$977,497|

| 2022|264|$12.7M|$589,109|$1.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$54,352|—|$54,352|

| MORGAN STANELY GLOBAL BA|INVESTMENT ADVISORY|$23,847|—|$23,847|

| LANE GORMAN TRUBITT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANELY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [LANE GORMAN TRUBITT, LLC](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,199

- **Estimated Expense Ratio:** 0.596% 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|$62,534|$8,181|$54,353|—|—|

| 2023|$60,000|—|—|$15,500|—|

| 2022|$28,544|—|—|—|$14,500|

## Similar Plans

- [Rancho Valencia Resort Partners,LLC](https://planprovider.pro/companies/rancho-valencia-resort-partners-llc-401k-plan) — 325 participants

- [Custom House Hotel Co., Ltd. Dba Portola Hotel & S](https://planprovider.pro/companies/custom-house-hotel-co-ltd-dba-portola-hotel-s-401k-plan) — 337 participants

- [Alisal Properties, INC.](https://planprovider.pro/companies/alisal-properties-inc-401k-plan) — 347 participants

- [Roosevelt Hotel LLC](https://planprovider.pro/companies/roosevelt-hotel-llc-401k-plan) — 357 participants

- [Belvedere Hotel Partnership Dba The Peninsula Beverly Hills](https://planprovider.pro/companies/belvedere-hotel-partnership-dba-the-peninsula-beverly-hills-401k-plan) — 378 participants

- [La Jolla Beach And Tennis Club Partners L.P.](https://planprovider.pro/companies/la-jolla-beach-and-tennis-club-inc-401k-plan) — 405 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/viceroy-hotel-management-llc-401k-plan)

© 2026 PlanProvider.Pro