Retirement plan

CAM HOSPITALITY 401(K) PLAN

Name: CAM HOSPITALITY - CAM HOSPITALITY 401(K) PLAN (2025) Form 5500
Creator: CAM HOSPITALITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAM HOSPITALITY 401(K) PLAN, CAM HOSPITALITY

CAM HOSPITALITYEIN 27-4382753Plan #001PY 2025

181 W. BOYLSTON STREET - W. BOYLSTON, MA 01583508-612-8630LinkedIn1-10 employeeshospitality

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$474K

+10.8% from 2024

Total participants

-12.5% from 2024

Average account balance

$67,671

+26.6% from 2024

Annual return

2.86%

-0.96 pp from 2024

Benchmarks

See 6,292 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,292 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$474K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$68K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$422

$141 / participant

Other / not subdivided$422100.0%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,671

$94,439-28.3%

$73,658-8.1%

$154,746-56.3%

Participation rate

100.0%

64.7%+35.3pp

57.0%+43.0pp

80.7%+19.3pp

Annual return

2.86%

28.25%-25.4pp

29.72%-26.9pp

172.34%-169.5pp

Employer contribution / active EE

$1,080

$1,257-14.1%

$1,032+4.6%

$4,379-75.3%

Participant deferral / active EE

$10,333

$2,527+308.9%

$2,062+401.2%

$6,730+53.5%

Admin fee / account holder

$60

$3,843-98.4%

$3,357-98.2%

$14,365-99.6%

CAM HOSPITALITY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAM HOSPITALITY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion