Filings through Oct 24, 2026.

Retirement plan

Coury Hospitality, LLC 401(k) Retirement Plan

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

Coury Hospitality, LLCEIN 45-3587026Plan #001PY 2025Filed Oct 14, 2026

1785 STATE HIGHWAY 26 STE 150 - GRAPEVINE, TX 760512217918-382-6084couryhospitality.comLinkedIn1001-5000 employeeshospitality

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionFailed to transmit contributionsFew collective trustsFund lineup: 16 funds, $14.0M

How to read this page

Total assets (EOY)

$14.3M

No prior year

Total participants

2,941

No prior year

Average account balance

$23,176

No prior year

Annual return

65.65%

No prior year

Benchmarks

See 149 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort149 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$59,669
USI INSURANCE SERVICES LLC1+ years Filed as: USI CONSULTING GROUP, IN Service code 27 · EIN 06-1053228	Advisory (Plan)	$10,000

Fund lineup

CSV with Pro

16 funds of $250K or more; 25 lines in all, holding $14.0M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds95%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Tiaa Index 2040 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$1.9M	13.8%
Tiaa-Cref Mutual Funds - Index 2035 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$1.7M	12.2%
Tiaa-Cref Mutual Funds - Index 2045 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$1.6M	11.3%
Tiaa Index 2050 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$1.2M	8.6%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.1M	8.0%
Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$946K	6.7%
Tiaa-Cref Mutual Funds - Index 2030 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$665K	4.7%
Tiaa-Cref Mutual Funds - Index 2055 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$628K	4.5%
Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$556K	4.0%
Tiaa-Cref Mutual Funds - Index 2060 Institutional Fund TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$516K	3.7%

See the other 15 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$74K

$26 / participant

Investment mgmt$10K13.5%
Contract admin$64K86.5%

% of EOY assets

0.518%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CONKLIN, GILPIN AND WERTZ PLLC
Auditor EIN: 271439588
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$59,669

USI INSURANCE SERVICES LLC1+ years

Filed as: USI CONSULTING GROUP, IN

Service code 27 · EIN 06-1053228

Advisory (Plan)

$10,000

Fund

Dollars

% of funds%

Tiaa Index 2040 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$1.9M

13.8%

Tiaa-Cref Mutual Funds - Index 2035 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$1.7M

12.2%

Tiaa-Cref Mutual Funds - Index 2045 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$1.6M

11.3%

Tiaa Index 2050 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$1.2M

8.6%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.1M

8.0%

Fidelity LC Gr Index Fund

Fidelity (FMR) · Mutual fund

Index

$946K

6.7%

Tiaa-Cref Mutual Funds - Index 2030 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$665K

4.7%

Tiaa-Cref Mutual Funds - Index 2055 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$628K

4.5%

Fidelity Large Cap Value Index Fund

Fidelity (FMR) · Mutual fund

Index

$556K

4.0%

Tiaa-Cref Mutual Funds - Index 2060 Institutional Fund

TIAA (Nuveen) · Mutual fund

Index

$516K

3.7%

Coury Hospitality, LLC 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Coury Hospitality, LLC 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion