Plan Ledger DOL Form 5500 · updated monthly

Hdg Hotels LLC401(k)

HDG HOTELS LLC PROFIT SHARING AND TRUST · OCALA, FL · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Hdg Hotels LLC reported $30,112 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $428 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 $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 Florida (2,864th of 3,644), and 1,171st of 2,240 in accommodation & food services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,132,870
Participants with balances137
Active participants535
Employer contributions$228,997
Employee contributions$386,135
Employer contribution per active participant$428
Average account balance$22,868
Benefits paid to participants$1,835,428
Plan auditUnmodified (clean) audit opinion
AuditorKELLY PARTNERS(FRS) ATTEST SERVICES
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,112
Total administrative$30,112
The Hdg Hotels LLC 401(k) match · 2024
Employer contribution per active participant$428
Median for plans this size$1,313

Hdg Hotels LLC'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
GALLAGHER FIDUCIARY ADVISORS · Investment advisory (participants)$11,357

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

Administrative cost history1
2024$30,112 · 0.86%
Same employer
Similar plansAccommodation & Food Services · Florida
Prado Enterprises, Inc. FL$3.4M · 0.26%
Bern's Steak House FL$3.3M · 0.92%
Yenman Enterprises FL$3.0M · 0.63%
Perez of Florida, Inc. FL$3.0M · 0.75%
Duffys Management, Inc. FL$2.9M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920275559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.