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Original filing (PDF)20251013090124NAL0000420739001
RLJ LODGING TRUST, L.P.
Form 5500
FILING_RECEIVED
RLJ LODGING TRUST, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
100
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RLJ LODGING TRUST, L.P..
Plan sponsor
Name
RLJ LODGING TRUST, L.P.
EIN
27-5033432
Address
7373 WISCONSIN AVENUE, STE 1500 · BETHESDA, MD · 20814
Phone
(301) 280-7740
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $56K | — |
Investments
23 direct securities · 1 pooled fund· $25.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.8M
23 holdings
Common Collective Trust
$593K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2040 Fund I Class Mutual Fund | — | — | — | $3.8M | 15.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $3.7M | 14.7% | |
| T. Rowe Price Retirement I 2035 Fund I Class Mutual Fund | — | — | — | $3.4M | 13.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.6M | 10.3% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund | — | — | — | $1.6M | 6.3% | |
| T. Rowe Price Retirement I 2030 Fund I Class Mutual Fund | — | — | — | $1.3M | 5.1% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $1.2M | 4.8% | |
| T. Rowe Price Retirement I 2045 Fund I Class Mutual Fund | — | — | — | $1.2M | 4.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $869K | 3.4% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $820K | 3.2% | |
| Nationwide Geneva Small Cap Growth Fund Mutual Fund | — | — | — | $737K | 2.9% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $593K | 2.3% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Mutual Fund | — | — | — | $526K | 2.1% | |
| T. Rowe Price Retirement I 2025 Fund I Class Mutual Fund | — | — | — | $499K | 2.0% | |
| T. Rowe Price Retirement I 2055 Fund I Class Mutual Fund | — | — | — | $480K | 1.9% | |
| T. Rowe Price Retirement I 2050 Fund I Class Mutual Fund | — | — | — | $446K | 1.8% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $369K | 1.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $358K | 1.4% | |
| PGIM Jennison Mid-Cap Growth Fund- Class R6 Mutual Fund | — | — | — | $272K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $226K | 0.9% | |
| Fidelity Internaional Index Fund Mutual Fund | — | — | — | $204K | 0.8% | |
| T. Rowe Price Retirement I 2020 Fund I Class Mutual Fund | — | — | — | $42K | 0.2% | |
| T. Rowe Price Retirement I 2060 Fund I Class Mutual Fund | — | — | — | $41K | 0.2% | |
| T. Rowe Price Retirement I 2065 Fund I Class Mutual Fund | — | — | — | $37K | 0.1% |
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