Plan Ledger DOL Form 5500 · updated monthly

Rosewood Hotels and Resorts, LLC401(k)

ROSEWOOD HOTELS AND RESORTS 401(K) PLAN I · HOLLYWOOD, CA · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Rosewood Hotels and Resorts, LLC reported $190,292 in plan administrative expenses for 2023: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,438 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 1 year on file its reported administrative ratio fell from 0.68% to 0.61%. 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 2,299th-largest of 9,483 plans among California employers on file, and the 3,570th of 11,654 in professional & technical services. In 2023, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,327,530
Participants with balances1,314
Active participants1,130
Employer contributions$1,624,970
Employee contributions$3,899,531
Employer contribution per active participant$1,438
Average account balance$27,647
Benefits paid to participants$2,072,502
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$36.3M · 1,314 accts · $1.6M emplr
2022$26.5M · 1,014 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$84,395
Audit (IQPA)$20,600
Total administrative$190,292
The Rosewood Hotels and Resorts, LLC 401(k) match · 2023
Employer contribution per active participant$1,438
Median for plans this size$2,440
2023$1,438 per active participant
2022$1,405 per active participant

Rosewood Hotels and Resorts, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
T ROWE PRICE RPS INC · Recordkeeping · Trustee$84,395
CREATIVE PLANNING LLC · Consulting$24,375
WHITLEY PENN · Accounting / audit$20,600

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

Administrative cost history2
2023$190,292 · 0.61%
2022$189,801 · 0.68%
All plans at this employer3
CORDEVALLE 401(K) PLAN401(k)
ROSEWOOD HOTELS AND RESORTS 401(K) PLAN I401(k)
ROSEWOOD HOTELS AND RESORTS 401(K) PLAN II401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752746788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.