Plan Ledger DOL Form 5500 · updated monthly

Rosen Hotels & Resorts, Inc.401(k)

ROSEN HOTELS AND RESORTS, INC. EMPLOYEES SAVINGS TRUST · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Rosen Hotels & Resorts, Inc. reported $338,447 in plan administrative expenses for 2024: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $881 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 0.17% to 0.37%. 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 318th-largest of 3,644 plans among Florida employers on file, and the 83rd of 2,240 in accommodation & food services. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,573,105
Participants with balances4,388
Active participants3,893
Employer contributions$3,430,381
Employee contributions$9,672,346
Employer contribution per active participant$881
Average account balance$22,920
Benefits paid to participants$5,273,076
Plan auditUnmodified (clean) audit opinion
AuditorCAROL ZMUDA, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$100.6M · 4,388 accts · $3.4M emplr
2023$82.0M · 4,215 accts · $3.0M emplr
2022$64.4M · 3,648 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$251,947
Investment management$50,000
Audit (IQPA)$36,500
Total administrative$338,447
The Rosen Hotels & Resorts, Inc. 401(k) match · 2024
Employer contribution per active participant$881
Median for plans this size$3,635
2024$881 per active participant
2023$818 per active participant
2022$709 per active participant

Rosen Hotels & Resorts, Inc.'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
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processingindirect comp
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,000
CAROL ZMUDA PA · Accounting / audit$36,500

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$338,447 · 0.37%
2023$269,065 · 0.37%
2022$112,764 · 0.17%
Same employer
Similar plansAccommodation & Food Services · Florida
Red Lobster Restaurants, LLC FL$238.8M · 0.23%
Flagler System, Inc. FL$214.3M · 0.10%
Osi Restaurant Partners, LLC FL$194.9M · 0.14%
Unique Vacations, Inc. FL$45.2M · 0.09%
Ocean Reef Club, Inc. FL$38.4M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591536217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.