Bartell Hotels 401(k) match, vesting and fees
What Bartell Hotels' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Lavine Lofgren Morris & Engelber (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Bartell Hotels: employer contribution per participant | $349 | |
| Peer median | $935 |
| Bartell Hotels: average balance | $51,663 | |
| Peer median | $24,052 |
| Bartell Hotels: admin expenses ÷ assets | 0.59% | |
| 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 $12.3M at the end of plan year 2021 to $13.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 685 | $13.5M | $91K | $349 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 814 | $12.3M | $112K | $427 | 0.62% | Not published | Form 5500 ↗ |
| 2022 | 597 | $11M | $102K | $422 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 443 | $12.3M | $75K | $347 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Bartell Hotels match 401(k) contributions?
The match terms for the Bartell Hotels 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $91K in employer contributions, about $349 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bartell Hotels 401(k) match vested?
The vesting schedule for the Bartell Hotels 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bartell Hotels 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Bartell Hotels.
I left Bartell Hotels. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bartell Hotels, (619) 224-4181) or the recordkeeper, ADP, Inc.. The Bartell Hotels old 401(k) page lists the contacts from every plan filing. Find an old Bartell Hotels 401(k)
Data from the public Form 5500 annual reports Bartell Hotels filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Bartell Hotels. Not financial advice. Report a correction · Methodology