Averill Hospitality Employment Services 401(k) match, vesting and fees
What Averill Hospitality Employment Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Jccs, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Averill Hospitality Employment Services: employer contribution per participant | $1,914 | |
| Peer median | $935 |
| Averill Hospitality Employment Services: average balance | $14,070 | |
| Peer median | $24,052 |
| Averill Hospitality Employment Services: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $952K at the end of plan year 2023 to $1.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 394 | $1.5M | $210K | $1,914 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 421 | $952K | $153K | $1,233 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Averill Hospitality Employment Services match 401(k) contributions?
The match terms for the Averill Hospitality LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $210K in employer contributions, about $1,914 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Averill Hospitality Employment Services 401(k) match vested?
The vesting schedule for the Averill Hospitality LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Averill Hospitality Employment Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Averill Hospitality Employment Services, LLC.
I left Averill Hospitality Employment Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Averill Hospitality Employment Services, LLC, (406) 863-4000) or the recordkeeper, Human Interest Advisor LLC. The Averill Hospitality Employment Services old 401(k) page lists the contacts from every plan filing. Find an old Averill Hospitality Employment Services 401(k)
Data from the public Form 5500 annual reports Averill Hospitality Employment Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Averill Hospitality Employment Services. Not financial advice. Report a correction · Methodology