Plan Snapshot
- Plan Sponsor: Woodside Hotel Group Ltd.
- Sponsor EIN: 942869427
- Sponsor Address: 1100 ALMA STREET, MENLO PARK, CA, 94025
- Plan Type: 401(k)
- Total Participants: 775
- Total Assets: $14.8M
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 | 775 | $14.8M | $276,990 | $1.1M |
| 2023 | 749 | $13.4M | $219,635 | $1.0M |
| 2022 | 630 | $11.3M | $166,162 | $938,901 |
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 |
|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES, INC. | CONTRACT ADMIN | $70,922 | — | $70,922 |
| PLANCHECK CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK CPA'S LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,922
- Estimated Expense Ratio: 0.479% 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 | $43,354 | — | — | — | — |
| 2023 | $19,511 | — | $18,641 | — | — |
| 2022 | $16,217 | — | — | — | $16,217 |