Plan Ledger DOL Form 5500 · updated monthly

Holiday Inn Club Vacations Incorporated401(k)

HOLIDAY INN CLUB VACATIONS INCORPORATED RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Holiday Inn Club Vacations Incorporated reported $318,223 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,725 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 0.32% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 223rd-largest of 3,644 plans among Florida employers on file, and the 76th of 2,096 in real estate & leasing. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,099,651
Participants with balances4,436
Active participants4,144
Employer contributions$7,150,114
Employee contributions$12,471,545
Employer contribution per active participant$1,725
Average account balance$36,091
Benefits paid to participants$20,956,612
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$160.1M · 4,436 accts · $7.2M emplr
2023$140.4M · 3,829 accts · $6.2M emplr
2022$112.9M · 2,851 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$274,476
Total administrative$318,223
The Holiday Inn Club Vacations Incorporated 401(k) match · 2024
Employer contribution per active participant$1,725
Median for plans this size$3,635
2024$1,725 per active participant
2023$1,352 per active participant
2022$1,279 per active participant

Holiday Inn Club Vacations Incorporated's 2024 employer contribution ran below the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$274,476
NEWPORT CAPITAL GROUP LLC · Consulting$29,728
NEWPORT CONSULTING GROUP · Consulting$14,864

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$318,223 · 0.21%
2023$445,067 · 0.35%
2022$376,929 · 0.32%
Same employer
Similar plansReal Estate & Leasing · Florida
Rpc, Inc. FL$326.1M · 0.09%
Regency Centers FL$191.3M · 0.08%
Lnr Property LLC FL$116.6M · 0.05%
Dream Finders Homes, LLC FL$98.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581434701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.