E.T. Whitehall Santa Monica Partners 401(k) match, vesting and fees
What E.T. Whitehall Santa Monica Partners' 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 | Armanino LLP (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.
| E.T. Whitehall Santa Monica Partners: employer contribution per participant | $1,912 | |
| Peer median | $935 |
| E.T. Whitehall Santa Monica Partners: average balance | $68,651 | |
| Peer median | $24,052 |
| E.T. Whitehall Santa Monica Partners: admin expenses ÷ assets | 0.43% | |
| 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 $27.1M at the end of plan year 2021 to $31.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 698 | $31.6M | $880K | $1,912 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 702 | $28.1M | $1.1M | $2,279 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 691 | $23.2M | $913K | $2,075 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 656 | $27.1M | $688K | $1,582 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does E.T. Whitehall Santa Monica Partners match 401(k) contributions?
The match terms for the Etc Hotels 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $880K in employer contributions, about $1,912 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the E.T. Whitehall Santa Monica Partners 401(k) match vested?
The vesting schedule for the Etc Hotels 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the E.T. Whitehall Santa Monica Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is E.T. Whitehall Santa Monica Partners, L.P..
I left E.T. Whitehall Santa Monica Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (E.T. Whitehall Santa Monica Partners, L.P., (310) 859-9366) or the recordkeeper, Fidelity Investments Institutional. The E.T. Whitehall Santa Monica Partners old 401(k) page lists the contacts from every plan filing. Find an old E.T. Whitehall Santa Monica Partners 401(k)
Data from the public Form 5500 annual reports E.T. Whitehall Santa Monica Partners 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 E.T. Whitehall Santa Monica Partners. Not financial advice. Report a correction · Methodology