Plan Ledger DOL Form 5500 · updated monthly

E.T. Whitehall Santa Monica Partners, L.P.401(k)

ETC HOTELS 401(K) PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

E.T. Whitehall Santa Monica Partners, L.P. reported $129,253 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,560 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 0.55% to 0.43%. 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 2,575th-largest of 9,483 plans among California employers on file, and the 195th of 2,240 in accommodation & food services. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,579,311
Participants with balances460
Active participants564
Employer contributions$879,686
Employee contributions$1,917,260
Employer contribution per active participant$1,560
Average account balance$68,651
Benefits paid to participants$2,417,160
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 460 accts · $880K emplr
2023$28.1M · 468 accts · $1.1M emplr
2022$23.2M · 440 accts · $913K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,927
Investment management$82,326
Total administrative$129,253
The E.T. Whitehall Santa Monica Partners, L.P. 401(k) match · 2024
Employer contribution per active participant$1,560
Median for plans this size$2,416
2024$1,560 per active participant
2023$1,891 per active participant
2022$1,639 per active participant

E.T. Whitehall Santa Monica Partners, L.P.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
BEACON POINTE ADVISORS LLC · Investment advisory (plan)$70,262
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$46,927
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,064

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$129,253 · 0.43%
2023$119,462 · 0.47%
2022$137,341 · 0.55%
Similar plansAccommodation & Food Services · California
Evans Hotels, LLC CA$35.2M · 0.59%
Busch Group, LLC CA$32.7M · 0.45%
Jc Resorts LLC CA$32.6M · 0.39%
Stone Brewing Co., LLC CA$31.4M · 0.24%
Sweetgreen, Inc. CA$29.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954398775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.