Rosewood Hotels And Resorts 401(K) Plan Ii — Form 5500 plan (Rosewood Hotels And Resorts, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rosewood Hotels And Resorts 401(K) Plan Ii is a benefit plan reported by Rosewood Hotels And Resorts, LLC under EIN 75-2746788 and plan number 003. The latest loaded filing year is 2023. The filing reports 651 participants and $27,982,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosewood Hotels And Resorts, LLC
- EIN
- 75-2746788
- Plan number
- 003
- Plan type
- 3
- Location
- Hollywood, CA
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $27,982,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241015232651NAL0031125457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,982,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,982,766
- Net assets (BOY)
- $23,774,144
Income & contributions
- Employer contributions
- $493,209
- Participant contributions
- $1,446,850
- Total contributions
- $1,978,285
- Total income / additions
- $5,703,374
Expenses & distributions
- Benefits paid
- $1,404,899
- Administrative expenses
- $85,729
- Total expenses
- $1,490,628
- Net increase / (decrease)
- $4,212,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $39,269 | $0 | 2023 |
| Creative Planning LLC | NONE | $24,375 | not reported in the loaded dataset | 2023 |
| Whitley Penn | NONE | $20,085 | not reported in the loaded dataset | 2023 |
| Locke Lord Llp | NONE | $11,540 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rosewood Hotels And Resorts, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hollywood, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Whitley Penn — Schedule C compensation
- Locke Lord Llp — Schedule C compensation