Plan Ledger DOL Form 5500 · updated monthly

Ols Hotels & Resorts, LLC401(k)

OLS HOTELS & RESORTS LLC 401(K) PLAN · ENCINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Ols Hotels & Resorts, LLC reported $151,742 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $726 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,949th-largest of 9,483 plans among California employers on file, and the 236th of 2,240 in accommodation & food services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 1,307 to 1,454 since 2022.

Plan summary
Net assets, end of year$26,483,728
Participants with balances1,259
Active participants1,454
Employer contributions$1,055,791
Employee contributions$2,928,093
Employer contribution per active participant$726
Average account balance$21,036
Benefits paid to participants$3,167,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 1,259 accts · $1.1M emplr
2023$22.8M · 2,582 accts · $1.2M emplr
2022$17.9M · 1,956 accts · $960K emplr
Administrative expenses, itemized · 2024
Investment management$151,742
Total administrative$151,742
The Ols Hotels & Resorts, LLC 401(k) match · 2024
Employer contribution per active participant$726
Median for plans this size$2,416
2024$726 per active participant
2023$827 per active participant
2022$734 per active participant

Ols Hotels & Resorts, 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 · 20245
TROUG-RYDING COMPANY, INC. · Contract administrator$51,616
MONARCH CORPORATE ADVISORS, INC. · Investment advisory (plan) · Trustee (directed)$35,586
PENSION ASSURANCE LLP · Accounting / audit$19,700
EMPOWER ADVISORY GROUP · Investment management$18,457

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$151,742 · 0.62%
2023$121,904 · 0.60%
2022$113,083 · 0.61%
Same employer
Similar plansAccommodation & Food Services · California
El Pollo Loco, Inc. CA$27.9M · 0.18%
Ito, Inc. CA$27.8M · 0.16%
Catalina Island Company CA$27.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954181890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.