Plan Ledger DOL Form 5500 · updated monthly

Stonebridge Hospitality Associates, LLC401(k)

STONEBRIDGE HOSPITALITY ASSOCIATES, LLC 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Stonebridge Hospitality Associates, LLC reported $80,212 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $302 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 0.50% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 475th-largest of 1,461 plans among Colorado employers on file, and the 267th of 2,240 in accommodation & food services. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 1,659 to 5,023 since 2022.

Plan summary
Net assets, end of year$22,481,839
Participants with balances820
Active participants5,023
Employer contributions$1,516,651
Employee contributions$3,382,909
Employer contribution per active participant$302
Average account balance$27,417
Benefits paid to participants$3,177,721
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 820 accts · $1.5M emplr
2023$18.1M · 743 accts · $1.2M emplr
2022$14.2M · 642 accts · $927K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,550
Investment management$12,662
Total administrative$80,212
The Stonebridge Hospitality Associates, LLC 401(k) match · 2024
Employer contribution per active participant$302
Median for plans this size$2,416
2024$302 per active participant
2023$428 per active participant
2022$559 per active participant

Stonebridge Hospitality Associates, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$67,550
COOK STREET CONSULTING · Investment advisory (plan)$12,662

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

Administrative cost history3
2024$80,212 · 0.40%
2023$66,553 · 0.41%
2022$72,964 · 0.50%
Same employer
Similar plansAccommodation & Food Services · Colorado
M&C Hotel Interests, Inc. CO$50.9M · 0.41%
Inspirato LLC CO$43.4M · 0.28%
Exclusive Resorts, LLC CO$30.9M · 0.27%
Noodles & Company CO$25.5M · 0.60%
Ssa Group, LLC CO$20.5M · 0.82%
Hotelengine, Inc. CO$18.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841568703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.