Plan Ledger DOL Form 5500 · updated monthly

Coury Hospitality, LLC401(k)

COURY HOSPITALITY, LLC 401(K) RETIREMENT PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Coury Hospitality, LLC reported $46,028 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $360 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 0.67% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,548th of 5,688), and 1,316th of 2,096 in real estate & leasing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 1,068 to 1,676 since 2022.

Plan summary
Net assets, end of year$7,267,346
Participants with balances291
Active participants1,676
Employer contributions$602,951
Employee contributions$1,047,035
Employer contribution per active participant$360
Average account balance$24,974
Benefits paid to participants$518,332
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN, GILPIN AND WERTZ PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 291 accts · $603K emplr
2023$4.8M · 183 accts · $438K emplr
2022$2.8M · 162 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,034
Investment management$9,994
Total administrative$46,028
The Coury Hospitality, LLC 401(k) match · 2024
Employer contribution per active participant$360
Median for plans this size$1,313
2024$360 per active participant
2023$464 per active participant
2022$251 per active participant

Coury Hospitality, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,138
USI CONSULTING GROUP, IN · Investment advisory (participants) · Investment advisory (plan)$10,000

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

Administrative cost history3
2024$46,028 · 0.76%
2023$37,739 · 1.00%
2022$18,304 · 0.67%
Similar plansReal Estate & Leasing · Texas
Capps Rent-A-Car, Inc. TX$7.8M · 0.78%
Lumacorp, Inc. TX$7.7M · 0.22%
Worldwide Machinery LTD TX$7.7M · 0.03%
Gh III Management, LLC TX$7.5M · 0.10%
National Hme, Inc. TX$7.0M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731267486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.