Plan Ledger DOL Form 5500 · updated monthly

Kingwood Orlando Reunion Resort, LLC401(k)

KINGWOOD REUNION RESORT 401(K) PLAN · KISSIMMEE, FL · plan year 2024

Reported admin expense ratio · 2024
2.43%

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

Kingwood Orlando Reunion Resort, LLC reported $125,626 in plan administrative expenses for 2024: 2.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $799 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 rose from 1.01% to 2.43%. 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 (2,358th of 3,644), and the 812th of 2,240 in accommodation & food services. In 2024, employees put in $2.58 for every $1.00 the employer contributed; active participation has grown from 299 to 361 since 2022.

Plan summary
Net assets, end of year$5,796,316
Participants with balances325
Active participants361
Employer contributions$288,577
Employee contributions$744,521
Employer contribution per active participant$799
Average account balance$17,835
Benefits paid to participants$536,816
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS, GRAY AND COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 325 accts · $289K emplr
2023$4.6M · 395 accts · $236K emplr
2022$3.5M · 286 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,938
Investment management$37,188
Audit (IQPA)$27,500
Total administrative$125,626
The Kingwood Orlando Reunion Resort, LLC 401(k) match · 2024
Employer contribution per active participant$799
Median for plans this size$1,313
2024$799 per active participant
2023$705 per active participant
2022$560 per active participant

Kingwood Orlando Reunion Resort, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20246
JULY BUSINESS SERVICES · Recordkeeping$41,109
CPS INVESTMENT ADVISORS · Trustee (discretionary) · Investment advisory (plan)$37,188
LINCOLN NATIONAL CORPORATION · Contract administrator$19,919
CARR RIGGS & INGRAM, LLC · Accounting / audit$19,500
PURVIS GRAY AND COMPANY · Accounting / audit$8,000
PERVIS GRAY AND COMPANY · Accounting / audit$8,000

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

Administrative cost history3
2024$125,626 · 2.43%
2023$38,427 · 0.95%
2022$37,602 · 1.01%
Same employer
Similar plansAccommodation & Food Services · Florida
Broken Sound Club, Inc. FL$5.8M · 0.70%
Prestige Services, Inc. FL$5.2M · 0.02%
Club Exploria, LLC FL$5.1M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832315866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.