Rosewood Hotels And Resorts 401(K) Plan I — 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 I is a benefit plan reported by Rosewood Hotels And Resorts, LLC. under EIN 75-2746788 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,135 participants and $36,327,530 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
002
Plan type
2
Location
West Hollywood, CA
Latest filing year
2023
Participants
1,135
End-of-year plan assets
$36,327,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,135H, C20241015233100NAL0031126465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,327,530
Total liabilities (EOY)
$0
Net assets (EOY)
$36,327,530
Net assets (BOY)
$26,480,624

Income & contributions

Employer contributions
$1,624,970
Participant contributions
$3,899,531
Total contributions
$6,952,477
Total income / additions
$12,105,576

Expenses & distributions

Benefits paid
$2,072,502
Administrative expenses
$190,292
Total expenses
$2,262,794
Net increase / (decrease)
$9,842,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$84,395$02023
Creative Planning LLCNONE$24,375not reported in the loaded dataset2023
Whitley PennNONE$20,600not reported in the loaded dataset2023

Related Form 5500 pages