Plan Ledger DOL Form 5500 · updated monthly

Evans Hotels, LLC401(k)

EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Evans Hotels, LLC reported $193,207 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $405 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 0.49% to 0.59%. 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 2,367th-largest of 9,483 plans among California employers on file, and the 177th of 2,240 in accommodation & food services. In 2024, employees put in $7.45 for every $1.00 the employer contributed; active participation has grown from 934 to 1,051 since 2022.

Plan summary
Net assets, end of year$35,247,657
Participants with balances1,315
Active participants1,051
Employer contributions$426,086
Employee contributions$3,175,115
Employer contribution per active participant$405
Average account balance$26,804
Benefits paid to participants$3,750,335
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 1,315 accts · $426K emplr
2023$30.7M · 1,188 accts · $418K emplr
2022$24.6M · 1,144 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,003
Investment management$28,333
Audit (IQPA)$21,871
Total administrative$193,207
The Evans Hotels, LLC 401(k) match · 2024
Employer contribution per active participant$405
Median for plans this size$2,416
2024$405 per active participant
2023$415 per active participant
2022$274 per active participant

Evans Hotels, LLC's 2024 employer contribution ran below the $2,416 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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$143,003
CONCURRENT INVESTMENT ADVISORS, LLC · Investment advisory (plan)$28,333
PKF, LLP · Accounting / audit$21,871

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$193,207 · 0.59%
2023$122,915 · 0.44%
2022$132,494 · 0.49%
Same employer
Similar plansAccommodation & Food Services · California
Hotel Nikko (USA), Inc. CA$45.0M · 0.14%
Bj's Restaurants, Inc. CA$44.7M · 0.38%
Grand Pacific Resorts, Inc. CA$40.1M · 0.11%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810750751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.