Plan Ledger DOL Form 5500 · updated monthly

Hotel Equities Group, LLC401(k)

HOTEL EQUITIES GROUP, LLC 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Hotel Equities Group, LLC reported $241,150 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $508 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 702nd-largest of 2,160 plans among Georgia employers on file, and the 4,383rd of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,085,481
Participants with balances1,589
Active participants5,128
Employer contributions$2,604,968
Employee contributions$5,081,857
Employer contribution per active participant$508
Average account balance$17,675
Benefits paid to participants$5,310,517
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$234,039
Investment management$7,111
Total administrative$241,150
The Hotel Equities Group, LLC 401(k) match · 2024
Employer contribution per active participant$508
Median for plans this size$2,416

Hotel Equities Group, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$241,150

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history1
2024$241,150 · 0.97%
All plans at this employer2
HOTEL EQUITIES GROUP, LLC 401(K) PLAN401(k)
HOTEL EQUITIES GROUP, LLC 401(K) PLAN401(k)
Same employer
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Business Software, Inc. GA$29.6M · 0.14%
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Eoc, Inc. GA$28.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 731718961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.