Plan Ledger DOL Form 5500 · updated monthly

Royale Blue Hospitality, LLC.Profit-sharing plan

ROYALE BLUE HOSPITALITY, LLC. RETIREMENT PLAN · FAJARDO, PR · plan year 2024

Reported admin expense ratio · 2024
1.26%

Royale Blue Hospitality, LLC. reported $13,530 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. 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 1.13% to 1.26%. 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 PR (275th of 323), and 1,617th of 2,240 in accommodation & food services. active participation has grown from 444 to 711 since 2022.

Plan summary
Net assets, end of year$1,305,091
Participants with balances544
Active participants711
Employer contributions—
Employee contributions$387,487
Employer contribution per active participant—
Average account balance$2,399
Benefits paid to participants$10,094
Plan auditUnmodified (clean) audit opinion
AuditorPSV CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 544 accts
2023$840K · 279 accts
2022$546K · 216 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,559
Investment management$7,971
Total administrative$13,530
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 · 20242
BENEFITS PLANS ADMIN SERVICES · Recordkeeping$5,559
UBS FINANCIAL SERVICES OF PR · Investment advisory (plan) · Investment management$7,971

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

Recordkeeper by year2
2024BENEFITS PLANS ADMIN SERVICES
2023BENEFITS PLANS ADMIN SERVICES

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

Administrative cost history3
2024$13,530 · 1.26%
2023$8,453 · 1.22%
2022$6,138 · 1.13%
Same employer
Similar plansAccommodation & Food Services · PR
Highgate Hotels LLC PR$2.2M · 1.47%
Cchpr Hospitality LLC PR$2.2M · 0.74%
Fhr Esj Operations LLC PR$1.6M · 1.64%
Marpor Corporation PR$54K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660926746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.