Plan Ledger DOL Form 5500 · updated monthly

Bartell Hotels401(k)

BARTELL HOTELS 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Bartell Hotels reported $76,220 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $153 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 2 years on file its reported administrative ratio rose from 0.54% to 0.59%. 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 4,667th-largest of 9,483 plans among California employers on file, and the 446th of 2,240 in accommodation & food services. In 2024, employees put in $11.89 for every $1.00 the employer contributed; active participation has grown from 521 to 596 since 2022.

Plan summary
Net assets, end of year$13,484,151
Participants with balances261
Active participants596
Employer contributions$91,022
Employee contributions$1,082,422
Employer contribution per active participant$153
Average account balance$51,663
Benefits paid to participants$1,091,858
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE LOFGREN MORRIS & ENGELBER
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 261 accts · $91K emplr
2023$12.3M · 262 accts · $112K emplr
2022$11.0M · 242 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,894
Investment management$31,326
Total administrative$76,220
The Bartell Hotels 401(k) match · 2024
Employer contribution per active participant$153
Median for plans this size$2,416
2024$153 per active participant
2023$155 per active participant
2022$196 per active participant

Bartell Hotels's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$44,894
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$31,326

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,220 · 0.59%
2023$71,878 · 0.62%
2022$63,322 · 0.54%
Same employer
Similar plansAccommodation & Food Services · California
Wilton Rancheria Gaming CA$14.2M · 0.65%
Reneson Hotels, Inc. CA$14.1M · 0.34%
Norms Restaurants, LLC CA$14.1M · 0.98%
Il Fornaio (America), LLC CA$13.5M · 0.05%
Big Canyon Country Club CA$13.1M · 0.35%
The Mayer Corporation CA$12.9M · 0.41%
Del Taco LLC CA$12.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 956449464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.