Plan Ledger DOL Form 5500 · updated monthly

Hallmark Inns & Resorts, Inc.401(k)

HALLMARK INNS 401(K) PLAN · LAKE OSWEGO, OR · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Hallmark Inns & Resorts, Inc. reported $39,978 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $636 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 1.01% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (726th of 1,021), and the 825th of 2,240 in accommodation & food services. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,638,914
Participants with balances130
Active participants265
Employer contributions$168,661
Employee contributions$431,879
Employer contribution per active participant$636
Average account balance$43,376
Benefits paid to participants$614,503
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 130 accts · $169K emplr
2023$4.9M · 137 accts · $146K emplr
2022$4.3M · 214 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,498
Investment management$22,480
Total administrative$39,978
The Hallmark Inns & Resorts, Inc. 401(k) match · 2024
Employer contribution per active participant$636
Median for plans this size$1,313
2024$636 per active participant
2023$542 per active participant
2022$505 per active participant

Hallmark Inns & Resorts, Inc.'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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$17,498
FOSTER & WOOD · Investment advisory (plan)$22,480

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$39,978 · 0.76%
2023$46,756 · 1.02%
2022$38,662 · 1.01%
All plans at this employer2
HALLMARK INNS 401(K) PLAN401(k)
HALLMARK INNS & RESORTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansAccommodation & Food Services · Oregon
H Lodge, LLC OR$6.6M · 0.25%
Abbys LLC OR$6.4M · 0.26%
Columbia Room Inc OR$4.9M · 0.00%
Elephants Food Group Inc. OR$4.9M · 0.69%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 910852009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.