Plan Ledger DOL Form 5500 · updated monthly

Roosevelt Hotel LLC401(k)

THE HOLLYWOOD ROOSEVELT HOTEL 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Roosevelt Hotel LLC reported $35,199 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $669 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 4 years on file its reported administrative ratio fell from 0.44% to 0.37%. 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 California (5,565th of 9,483), and the 578th of 2,240 in accommodation & food services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,595,064
Participants with balances198
Active participants357
Employer contributions$238,766
Employee contributions$402,444
Employer contribution per active participant$669
Average account balance$48,460
Benefits paid to participants$1,653,318
Plan auditDisclaimer of opinion
AuditorRAIMONDO PETTIT GROUP
Plan history4
Yearassets · accounts · employer contribution
2024$9.6M · 198 accts · $239K emplr
2023$9.3M · 193 accts · $231K emplr
2022$8.0M · 188 accts · $230K emplr
2020$8.2M · 185 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,145
Investment management$27,054
Total administrative$35,199
The Roosevelt Hotel LLC 401(k) match · 2024
Employer contribution per active participant$669
Median for plans this size$1,313
2024$669 per active participant
2023$622 per active participant
2022$600 per active participant
2020$379 per active participant

Roosevelt Hotel 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 · 20243
ASCENSUS LLC · Loan processing · Recordkeeping$8,145
LPL FINANCIAL RPCP · Investment advisory (plan)$13,620
ACCELERATE INVESTMENT ADVISORS · Investment advisory (plan)$13,434

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$35,199 · 0.37%
2023$24,842 · 0.29%
2022$22,157 · 0.26%
2020$34,965 · 0.44%
Same employer
Similar plansAccommodation & Food Services · California
Yoshinoya America, Inc. CA$9.7M · 0.29%
Lazy Dog Restaurants, LLC CA$9.3M · 0.54%
Rubio's Restaurant, Inc. CA$9.3M · 0.14%
Good Hope International CA$9.0M · 0.17%
Azul Hospitality, LLC CA$9.0M · 0.86%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954715049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.