Plan Ledger DOL Form 5500 · updated monthly

Rlj Lodging Trust, L.P.401(k)

RLJ LODGING TRUST, L.P. 401(K) PLAN · BETHESDA, MD · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Rlj Lodging Trust, L.P. reported $50,931 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,674 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 0.222%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 506th-largest of 1,671 plans among Maryland employers on file, and the 4,468th of 11,654 in professional & technical services. In 2023, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,228,893
Participants with balances125
Active participants78
Employer contributions$520,568
Employee contributions$1,170,114
Employer contribution per active participant$6,674
Average account balance$217,831
Benefits paid to participants$1,833,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 100 accts · $526K emplr
2023$27.2M · 125 accts · $521K emplr
2022$23.1M · 126 accts · $491K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,015
Investment management$48,916
Total administrative$50,931
The Rlj Lodging Trust, L.P. 401(k) match · 2023
Employer contribution per active participant$6,674
Median for plans this size$2,440
2024$7,306 per active participant
2023$6,674 per active participant
2022$6,291 per active participant

Rlj Lodging Trust, L.P.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
USI ADVISORS INC · Investment advisory (plan)$48,916
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,015

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$58,528 · 0.22%
2023$50,931 · 0.20%
2022$56,946 · 0.22%
Similar plansProfessional & Technical Services · Maryland
Db Consulting Group, Inc. MD$28.2M · 0.07%
CRISIS24, Inc. MD$28.2M · 0.34%
Rodgers Consulting, Inc MD$27.6M · 0.26%
Becker Morgan Group, Inc. MD$26.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275033432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.