Plan Ledger DOL Form 5500 · updated monthly

Bw at Rv Hotels Inc401(k)

BW AT RV HOTELS INC 401(K) PROFIT SHARING PLAN & TRUST · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Bw at Rv Hotels Inc reported $24,004 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $135 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 fell from 1.16% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (4,630th of 5,688), and 1,235th of 2,240 in accommodation & food services. In 2024, employees put in $7.41 for every $1.00 the employer contributed; active participation has grown from 424 to 517 since 2022.

Plan summary
Net assets, end of year$2,845,691
Participants with balances566
Active participants517
Employer contributions$69,752
Employee contributions$516,637
Employer contribution per active participant$135
Average account balance$5,028
Benefits paid to participants$232,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 566 accts · $70K emplr
2023$2.1M · 218 accts · $58K emplr
2022$1.4M · 215 accts · $42K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,392
Investment management$11,798
Trustee / custodial$814
Total administrative$24,004
The Bw at Rv Hotels Inc 401(k) match · 2024
Employer contribution per active participant$135
Median for plans this size$1,313
2024$135 per active participant
2023$120 per active participant
2022$100 per active participant

Bw at Rv Hotels Inc's 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$7,322
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants)$11,798

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

Recordkeeper by year2
2024Paychex
2023ERISA FIDUCIARY SERVICES, INC., GLOBAL RETIREMENT PARTNERS LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Bw at Rv Hotels Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,004 · 0.96%
2023$29,651 · 1.69%
2022$16,261 · 1.16%
Similar plansAccommodation & Food Services · Texas
Highgate Hotels LLC TX$3.0M · 1.33%
C4 Pizza, LLC TX$2.9M · 0.74%
Yumi Ice Cream Co., Inc. TX$2.8M · 0.27%
R.E.E., Inc. TX$2.8M · 0.31%
Campero, Inc. TX$2.8M · 1.31%
Den-Tex Central, Inc TX$2.7M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043400126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.