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Reneson Hotels, Inc.

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Reneson Hotels, Inc.

61
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
61
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (55)
Highest in Peer Group (83)

Plan Description

Reneson Hotels, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. This plan is in the top 35% of plans for Total Plan Cost. Reneson Hotels, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $7.1M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (61) and the top rated plan (83) could equate to:
10
Additional years of work
179,959
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2700 Junipero Serra Blvd.
  • Location
    Daly City , CA
    • 94015
  • Industry
    Hotels (except Casino Hotels) and Motels
  • Administrator
    Jennifer Wade Yeo
  • Net Plan Assets
    $7,130,000
  • Total Participants
    230
  • Avg Account Balance
    $54,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Great

Peer Group Plans

Company Rating
UVA Host Properties 61.4
RLK & Company d/b/a Timberline Lodge 60.8
North Pacific Management 60.8
Saunders Hotel Group 59.7
Leatherstocking 56.3
Harbaugh Hotel Management 49.9

Top Industry Articles

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Stimulus Bill Extends Some Provisions of the CARES Act

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December 28, 2020
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February 19, 2021
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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June 11, 2020
Compliance
The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

April 12, 2021
Practice Management
The Pandemic Has Brought Advisers’ Succession Planning to the Fore

At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business

April 9, 2021

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 13%
9%
BlackRock Liquidity FedFund 12%
21%
American Funds Growth Fund of America 10%
22%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
ADP
Auditor
Squar Milner Financial Services, LLC

Articles and Questions

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