Plan Ledger DOL Form 5500 · updated monthly

Essex Resort Holdings, LLC401(k)

ESSEX RESORT HOLDINGS, LLC 401(K) PLAN · ESSEX, VT · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Essex Resort Holdings, LLC reported $164 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $163 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Vermont (226th of 230), and 2,111th of 2,240 in accommodation & food services. In 2022, employees put in $3.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$129,371
Participants with balances26
Active participants138
Employer contributions$22,531
Employee contributions$73,845
Employer contribution per active participant$163
Average account balance$4,976
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$164
Total administrative$164
The Essex Resort Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$163
Median for plans this size$331

Essex Resort Holdings, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$164 · 0.13%
Similar plansAccommodation & Food Services · Vermont
Westport Hospitality, LLC VT$4.2M · 0.25%
Coughlin, Inc. VT$3.1M · 0.06%
Lark-Inns, LP VT$2.0M · 0.86%
Lala Land Kind Cafe TX$136K · 0.18%
Tacos Don Cuco TX$135K · 0.83%
Vine Holdings, LLC VA$134K · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 873947054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.