Plan Ledger DOL Form 5500 · updated monthly

Northwood Investors LLC401(k)

NORTHWOOD 401(K) SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Northwood Investors LLC reported $144,095 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $742 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 173rd-largest of 1,461 plans among Colorado employers on file, and the 109th of 2,240 in accommodation & food services. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,073,615
Participants with balances1,248
Active participants3,739
Employer contributions$2,774,718
Employee contributions$5,870,313
Employer contribution per active participant$742
Average account balance$59,354
Benefits paid to participants$10,789,518
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,788
Investment management$73,557
Audit (IQPA)$15,750
Total administrative$144,095
The Northwood Investors LLC 401(k) match · 2024
Employer contribution per active participant$742
Median for plans this size$3,635

Northwood Investors LLC'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
MORGAN STANLEY CAPITAL MANAGEMENT, · Investment advisory (plan)$73,557
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,788
CLIFTONLARSONALLEN LLP · Accounting / audit$15,750

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$144,095 · 0.21%
All plans at this employer2
NORTHWOOD 401(K) SAVINGS PLAN401(k)
NORTHWOOD 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansAccommodation & Food Services · Colorado
Oklahoma Publishing Co. CO$55.8M · 0.19%
M&C Hotel Interests, Inc. CO$50.9M · 0.41%
Inspirato LLC CO$43.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260373451 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.