Concord Hospitality Enterprises 401(k) match, vesting and fees
What Concord Hospitality Enterprises' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Coulter & Justus (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 166 defined-contribution plans in accommodation and food services with 1,000 to 4,999 participants.
| Concord Hospitality Enterprises: employer contribution per participant | $1,744 | |
| Peer median | $785 |
| Concord Hospitality Enterprises: average balance | $37,566 | |
| Peer median | $30,242 |
| Concord Hospitality Enterprises: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.37% |
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 $61.5M at the end of plan year 2023 to $73.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,552 | $73.8M | $3.4M | $1,744 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 5,953 | $61.5M | $2.9M | $1,749 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Concord Hospitality Enterprises match 401(k) contributions?
The match terms for the Concord Hospitality Enterprises Company, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $1,744 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concord Hospitality Enterprises 401(k) match vested?
The vesting schedule for the Concord Hospitality Enterprises Company, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concord Hospitality Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Concord Hospitality Enterprises Company, LLC.
I left Concord Hospitality Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concord Hospitality Enterprises Company, LLC, (919) 455-2824) or the recordkeeper, Fidelity Investments Institutional. The Concord Hospitality Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Concord Hospitality Enterprises 401(k)
Data from the public Form 5500 annual reports Concord Hospitality Enterprises 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 Concord Hospitality Enterprises. Not financial advice. Report a correction · Methodology