White Lodging Services 401(k) match, vesting and fees
What White Lodging 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Katz Sapper Miller LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| White Lodging Services: employer contribution per participant | $616 | |
| Peer median | $785 |
| White Lodging Services: average balance | $37,754 | |
| Peer median | $30,242 |
| White Lodging Services: admin expenses ÷ assets | 0.24% | |
| 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 $64.9M at the end of plan year 2023 to $73.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,294 | $73.9M | $1.2M | $616 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 4,376 | $64.9M | $1M | $560 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does White Lodging Services match 401(k) contributions?
The match terms for the Wls 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $616 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the White Lodging Services 401(k) match vested?
The vesting schedule for the Wls 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the White Lodging Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is White Lodging Services Corporation.
I left White Lodging Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (White Lodging Services Corporation, (219) 472-2959) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The White Lodging Services old 401(k) page lists the contacts from every plan filing. Find an old White Lodging Services 401(k)
Data from the public Form 5500 annual reports White Lodging 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 White Lodging Services. Not financial advice. Report a correction · Methodology