Crestline Hotels & Resorts, LLC Retirement And Savings Plan — Form 5500 plan (Crestline Hotels & 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, Crestline Hotels & Resorts, LLC Retirement And Savings Plan is a benefit plan reported by Crestline Hotels & Resorts, LLC under EIN 52-2214429 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,009 participants and $58,300,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crestline Hotels & Resorts, LLC
EIN
52-2214429
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
5,009
End-of-year plan assets
$58,300,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,009H, C20241015155011NAL0057060210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,300,985
Total liabilities (EOY)
$0
Net assets (EOY)
$58,300,985
Net assets (BOY)
$47,894,501

Income & contributions

Employer contributions
$2,041,513
Participant contributions
$5,345,329
Total contributions
$8,927,922
Total income / additions
$16,773,552

Expenses & distributions

Benefits paid
$6,013,937
Administrative expenses
$237,574
Total expenses
$6,367,068
Net increase / (decrease)
$10,406,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$184,241$02023
Bellwether Consulting LLCCONSULTANT$27,083not reported in the loaded dataset2023
Forvis, LlpACCOUNTANT/AUDITOR$26,250not reported in the loaded dataset2023

Related Form 5500 pages