Plan Ledger DOL Form 5500 · updated monthly

Greenwich Hospitality Corporation401(k)

GREENWICH HOSPITALITY 401(K) RETIREMENT PLAN · GREENWICH, CT · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Greenwich Hospitality Corporation reported $11,100 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,690 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 1 year on file its reported administrative ratio fell from 0.54% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Connecticut (931st of 1,106), and the 941st of 2,240 in accommodation & food services. In 2023, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,547,403
Participants with balances475
Active participants451
Employer contributions$762,042
Employee contributions$613,857
Employer contribution per active participant$1,690
Average account balance$9,573
Benefits paid to participants$333,904
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH AND KING LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.5M · 475 accts · $762K emplr
2022$2.8M · 510 accts · $131K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,196
Investment management$1,904
Total administrative$11,100
The Greenwich Hospitality Corporation 401(k) match · 2023
Employer contribution per active participant$1,690
Median for plans this size$1,308
2023$1,690 per active participant
2022$336 per active participant

Greenwich Hospitality Corporation's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AMERITAS LIFE INSURANCE CORPORATION · Recordkeeping$9,196
MESIROW FINANCIAL INVESTMENT MGMT · Investment advisory (plan)$1,904

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

Administrative cost history2
2023$11,100 · 0.30%
2022$15,446 · 0.54%
Similar plansAccommodation & Food Services · Connecticut
Max Hospitality, LLC CT$4.7M · 1.00%
Batista Companies, Inc. CT$2.3M · 0.65%
B & Z Management CT$1.4M · 0.34%
Walsh Enterprises, Inc. CT$1.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061497391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.