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Department of Labor filing

BARTELL HOTELS

BARTELL HOTELS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

15filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$153

Reported employer contributions per active participant.

Higher than about 11% of comparable plans
#People in the filing
596

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$109 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 23% of comparable plans
↗Investment performance
Not available

Plan assets changed 9.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202415out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions11th percentileTypical peer $559 · based on 136 comparable plans
Lower reported administrative expense23rd percentileTypical peer $59 · based on 138 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BARTELL HOTELS reported $91,022 in employer contributions across the plan and 596 active participants. That works out to $153 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 22.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 18.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context15/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$91,022
Participant contributions
$1,082,422
Other contributions
$944
Employer share of reported contributions
7.8%
Beginning assets
$12,305,877
Ending assets
$13,484,151
Ending net assets
$13,484,151
Ending liabilities
$0
Total income
$2,422,733
Total expenses
$1,244,459
Administrative expenses
$76,220
Participant loans
$212,358

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$196
2023
$155
2024
$153
Plan-paid administrative expenses per participant
2022
$135
2023
$87
2024
$109
Active participants
2022
521
2023
721
2024
596
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$15359613.5M20251015155041NAL0005045505001
2023$15572112.3M20241015190519NAL0029455809001
2022$19652111M20231012113910NAL0031120977001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
956449464-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1997
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251015155041NAL0005045505001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗