# Westmont Hospitality Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/westmont-hospitality-management-llc-401k-plan

> Westmont Hospitality Management, LLC's 401(k) plan: 3,841 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westmont Hospitality Management, LLC

- **Sponsor EIN:** 261589372

- **Sponsor Address:** 5847 SAN FELIPE, SUITE 4600, HOUSTON, TX, 77057

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

- **Total Participants:** 3,841

- **Total Assets:** $53.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|3,841|$53.8M|$1.8M|$3.3M|

| 2023|1,751|$48.5M|$1.6M|$3.0M|

| 2022|1,590|$40.8M|$1.4M|$2.8M|

## 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|$257,628|—|$257,628|

| NORTHWESTERN MUTUAL INVESTMENT SERV|OTHER SERVICES|—|$66,008|$66,008|

| ALLIANCE BENEFIT GROUP OF HOUSTON|OTHER SERVICES|—|$21,343|$21,343|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL INVESTMENT SERV](https://planprovider.pro/provider/northwestern-mutual) — OTHER SERVICES

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $344,979

- **Estimated Expense Ratio:** 0.641% 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|$257,629|—|$257,629|—|—|

| 2023|$232,792|—|$232,792|—|—|

| 2022|$215,400|—|—|—|$215,400|

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

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