Plan Snapshot
- Plan Sponsor: Western States Lodging & Management L.C.
- Sponsor EIN: 870520716
- Sponsor Address: 10897 W RIVER FRONT PARKWAY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 5,174
- Total Assets: $22.7M
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 | 5,174 | $22.7M | $1.2M | $2.4M |
| 2023 | 4,162 | $18.5M | $1.1M | $2.3M |
| 2022 | 3,755 | $14.4M | $970,155 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $93,195 | — | $93,195 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $47,841 | — | $47,841 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,036
- Estimated Expense Ratio: 0.622% 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 | $141,036 | $47,841 | — | — | — |
| 2023 | $116,362 | $37,542 | — | — | — |
| 2022 | $118,737 | — | — | — | — |