Retirement plan

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

Name: PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED - FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.) (2024) Form 5500
Creator: PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.), PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITED

PENSION & PROFIT SHARING COMMITTEE FOUR SEASONS HOTELS LIMITEDEIN 98-0057100Plan #334PY 2024

416-449-1750

Other plans on this EIN

1 filing

#333Retirement-$978.6M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.1M

+10.3% from 2023

Total participants

+6.5% from 2023

Average account balance

$274,970

+3.7% from 2023

Annual return

14.45%

-3.39 pp from 2023

Benchmarks

See 6,884 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,884 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.50M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

117.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$517K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98523

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 codes2E2F2G3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$787K

$28114 / participant

Other / not subdivided$787K100.0%

% of EOY assets

8.675%

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

$274,970

$29,670+826.7%

$56,054+390.5%

$80,911+239.8%

Participation rate

100.0%

41.7%+58.3pp

52.5%+47.5pp

67.6%+32.4pp

Annual return

14.45%

35.24%-20.8pp

1705.95%-1691.5pp

35.63%-21.2pp

Employer contribution / active EE

$15,461

$670+2208.6%

$1,039+1388.1%

$2,756+461.0%

Participant deferral / active EE

$1,227-100.0%

$1,952-100.0%

$4,297-100.0%

Admin fee / account holder

$23,854

$2,431+881.3%

$2,822+745.2%

$6,935+244.0%

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOUR SEASONS HOTELS LIMITED GLOBAL RETIREMENT PLAN (U.S.)

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