Plan Ledger DOL Form 5500 · updated monthly

Starwood Headquarters, L.L.C401(k)

STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Starwood Headquarters, L.L.C reported $136,195 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,874 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 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 181st-largest of 1,106 plans among Connecticut employers on file, and the 936th of 4,798 in finance & insurance. In 2024, employees put in $9.18 for every $1.00 the employer contributed; active participation has shrunk from 1,958 to 353 since 2022.

Plan summary
Net assets, end of year$109,451,132
Participants with balances563
Active participants353
Employer contributions$661,354
Employee contributions$6,071,464
Employer contribution per active participant$1,874
Average account balance$194,407
Benefits paid to participants$6,639,218
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.5M · 563 accts · $661K emplr
2023$93.9M · 589 accts · $638K emplr
2022$90.3M · 1,187 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,136
Investment management$47,500
Trustee / custodial$30,559
Total administrative$136,195
The Starwood Headquarters, L.L.C 401(k) match · 2024
Employer contribution per active participant$1,874
Median for plans this size$3,635
2024$1,874 per active participant
2023$1,719 per active participant
2022$562 per active participant

Starwood Headquarters, L.L.C'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
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$58,136
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$47,500
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$30,559

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$136,195 · 0.13%
2023$157,372 · 0.17%
2022$148,056 · 0.15%
Same employer
Similar plansFinance & Insurance · Connecticut
Liberty Bank CT$126.0M · 0.24%
Viking Global Investors LP CT$123.9M · 0.10%
Wilton Re US Holdings, Inc. CT$108.5M · 0.11%
Ll Global, Inc. CT$106.7M · 0.24%
Freepoint Commodities LLC CT$100.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061531830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.