Plan Ledger DOL Form 5500 · updated monthly

Stanford Hotels Corporation401(k)

EMPLOYEE 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Stanford Hotels Corporation reported $164,991 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,111 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 fell from 0.40% to 0.30%. 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 1,563rd-largest of 9,483 plans among California employers on file, and the 126th of 2,240 in accommodation & food services. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 1,151 to 1,360 since 2022.

Plan summary
Net assets, end of year$58,331,342
Participants with balances858
Active participants1,360
Employer contributions$1,511,534
Employee contributions$3,718,635
Employer contribution per active participant$1,111
Average account balance$67,985
Benefits paid to participants$5,018,235
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 858 accts · $1.5M emplr
2023$51.7M · 807 accts · $1.4M emplr
2022$43.5M · 761 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,991
Investment management$55,000
Total administrative$164,991
The Stanford Hotels Corporation 401(k) match · 2024
Employer contribution per active participant$1,111
Median for plans this size$3,635
2024$1,111 per active participant
2023$1,014 per active participant
2022$1,016 per active participant

Stanford Hotels Corporation'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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$109,991
GALLAGHER FIDUCIARY ADVISORS, LLC · Consulting$55,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$164,991 · 0.30%
2023$214,028 · 0.45%
2022$189,975 · 0.40%
Similar plansAccommodation & Food Services · California
Thunder Valley Casino CA$84.0M · 0.30%
Auberge Resorts, LLC CA$48.0M · 0.54%
Hotel Nikko (USA), Inc. CA$45.0M · 0.14%
Bj's Restaurants, Inc. CA$44.7M · 0.38%
Grand Pacific Resorts, Inc. CA$40.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931189544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.