Plan Ledger DOL Form 5500 · updated monthly

Ashford, Inc.401(k)

ASHFORD 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Ashford, Inc. reported $111,633 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $5,298 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio rose from 0.21% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,657th-largest of 5,688 plans among Texas employers on file, and the 226th of 2,240 in accommodation & food services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 69 to 213 since 2020.

Plan summary
Net assets, end of year$27,163,918
Participants with balances249
Active participants213
Employer contributions$1,128,442
Employee contributions$2,194,460
Employer contribution per active participant$5,298
Average account balance$109,092
Benefits paid to participants$4,794,478
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$27.2M · 249 accts · $1.1M emplr
2023$24.1M · 209 accts · $815K emplr
2022$17.8M · 191 accts · $392K emplr
2020$14.5M · 99 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,380
Investment management$38,083
Audit (IQPA)$40,170
Total administrative$111,633
The Ashford, Inc. 401(k) match · 2024
Employer contribution per active participant$5,298
Median for plans this size$2,416
2024$5,298 per active participant
2023$3,773 per active participant
2022$2,168 per active participant
2020$2,439 per active participant

Ashford, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WHITLEY PENN LLP · Accounting / audit$40,170
OSAIC WEALTH INC · Investment advisory (plan)$38,083

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2024$111,633 · 0.44%
2023$73,500 · 0.35%
2022$117,600 · 0.69%
2020$30,823 · 0.21%
Same employer
Similar plansAccommodation & Food Services · Texas
Pappas Restaurants, Inc. TX$51.3M · 0.15%
Pizza Properties, Inc. TX$37.1M · 0.34%
Deli Management, Inc. TX$30.3M · 0.47%
McR Investors LLC TX$29.0M · 0.54%
Spire Hospitality, LLC TX$22.0M · 0.99%
Carrabba's TX$17.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465292553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.