Plan Ledger DOL Form 5500 · updated monthly

Holladay Hospitality Group401(k)

HOLLADAY HOSPITALITY GROUP 401(K) PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Holladay Hospitality Group reported $1,165 in plan administrative expenses for 2024: 0.24% of average plan assets, lower than ~75% of peers. Employer contributions averaged $147 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Indiana (1,527th of 1,562), and 1,918th of 2,240 in accommodation & food services. In 2024, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$481,353
Participants with balances389
Active participants330
Employer contributions$48,419
Employee contributions$224,213
Employer contribution per active participant$147
Average account balance$1,237
Benefits paid to participants$12,964
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL LAWTON & COMPANY
Administrative expenses, itemized · 2024
Investment management$1,165
Total administrative$1,165
The Holladay Hospitality Group 401(k) match · 2024
Employer contribution per active participant$147
Median for plans this size$540

Holladay Hospitality Group's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$1,165 · 0.24%
Same employer
Similar plansAccommodation & Food Services · Indiana
Alice J Schleicher Inc IN$1.0M · 1.89%
Ivy Hospitality LLC IN$695K · 0.06%
Dough Management, Inc. IN$221K · 8.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844371004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.