2023 Form 5500 filing — Rosewood Hotels And Resorts 401(K) Plan Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015232651NAL0031125457001) for Rosewood Hotels And Resorts 401(K) Plan Ii, reported by Rosewood Hotels And Resorts, LLC under EIN 75-2746788 and plan number 003. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232651NAL0031125457001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rosewood Hotels And Resorts, LLC
- EIN
- 75-2746788
- Plan number
- 003
- Location
- Hollywood, CA
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,982,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,982,766
- Employer contributions
- $493,209
- Participant contributions
- $1,446,850
- Total income / additions
- $5,703,374
- Benefits paid
- $1,404,899
- Administrative expenses
- $85,729
- Total expenses
- $1,490,628
- Net increase / (decrease)
- $4,212,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $39,269 | $0 |
| Creative Planning LLC | NONE | $24,375 | not reported in the loaded dataset |
| Whitley Penn | NONE | $20,085 | not reported in the loaded dataset |
| Locke Lord Llp | NONE | $11,540 | not reported in the loaded dataset |