# Western States Lodging & Management L.C. 401(k) Plan
Source: https://planprovider.pro/companies/western-states-lodging-management-l-c-401k-plan

> Western States Lodging & Management L.C.'s 401(k) plan: 5,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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