Plan Ledger DOL Form 5500 · updated monthly

Carillon Hotel Management, LLC401(k)

CARILLON HOTEL MANAGEMENT, LLC 401(K) PLAN · MIAMI BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Carillon Hotel Management, LLC reported $18,055 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $549 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 0.89% to 0.64%. 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 Florida (2,857th of 3,644), and 1,164th of 2,240 in accommodation & food services. In 2024, employees put in $3.64 for every $1.00 the employer contributed; active participation has grown from 163 to 185 since 2022.

Plan summary
Net assets, end of year$3,177,774
Participants with balances145
Active participants185
Employer contributions$101,480
Employee contributions$369,101
Employer contribution per active participant$549
Average account balance$21,916
Benefits paid to participants$154,760
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 145 accts · $101K emplr
2023$2.5M · 134 accts · $96K emplr
2022$1.9M · 137 accts · $97K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,468
Investment management$14,587
Total administrative$18,055
The Carillon Hotel Management, LLC 401(k) match · 2024
Employer contribution per active participant$549
Median for plans this size$1,313
2024$549 per active participant
2023$559 per active participant
2022$595 per active participant

Carillon Hotel Management, LLC'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$14,473
ADP BROKER-DEALER · Other servicesindirect comp
HORNOR, TOWNSEND AND KENT, LLC · Other servicesindirect comp

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
2023ADP

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

Administrative cost history3
2024$18,055 · 0.64%
2023$19,172 · 0.87%
2022$18,198 · 0.89%
Same employer
Similar plansAccommodation & Food Services · Florida
Prado Enterprises, Inc. FL$3.4M · 0.26%
Bern's Steak House FL$3.3M · 0.92%
Hdg Hotels LLC FL$3.1M · 0.86%
Yenman Enterprises FL$3.0M · 0.63%
Perez of Florida, Inc. FL$3.0M · 0.75%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371774988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.