How big is Spire Hospitality, LLC's plan?

Spire Hospitality, LLC's plan reported $22.0M in assets and 1,905 participants for 2024.

Original filing (PDF)20251009095027NAL0003473891001

Spire Hospitality, LLC

Name: Spire Hospitality, LLC — Spire Hospitality, LLC, Form 5500 (2024)
Creator: Spire Hospitality, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spire Hospitality, LLC 401(k) Plan

401(k) retirement plan · Spire Hospitality, LLC's Spire Hospitality, LLC 401(k) Plan held $22.0M in plan assets for 1,905 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~86 bps in Sched C fees

Active participants

1,905

Accounts w/ balance

717

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

People on this filing

Barbara Doucet signed Spire Hospitality, LLC's 2024 Form 5500 as plan administrator.

Barbara Doucet — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spire Hospitality, LLC's EIN is 36-3087906.

EIN 36-3087906

Plan number 001

Plan year 2024

ACK ID 20251009095027NAL0003473891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spire Hospitality, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spire Hospitality, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIRE HOSPITALITY, LLC.

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How this plan invests

This plan

6 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (5th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

SPIRE HOSPITALITY, LLC

EIN

all filings

Address

122 W. JOHN CARPENTER FREEWAY · SUITE 110 · IRVING, TX · 75039

Phone

(469) 788-8727

Industry

Accommodation & Food Services

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$85K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FLAGSTAR ADVISORS INC	—	NEW YORK, NY	INVESTMENT ADVISOR	$55K	—

Investments

28 direct securities · 6 pooled funds· $22.0M(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.

Other securities

$14.8M

16 holdings

Common Collective Trusts

$3.4M

4 holdings

Common Collective Trust

$1.9M

4 holdings

Mutual Funds

$609K

4 holdings

Bonds / Notes

$492K

1 holding

Pooled Separate Account

$467K

2 holdings

Common Stocks

$180K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$12.6M Fidelity$3.4M JPMorgan$484K American Century$467K Invesco$431K TIAA / Nuveen$90K Franklin Templeton$71K Lord Abbett$70K American Funds (Capital Group)$27K

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The 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITRIN COOPERMAN & COMPANY LLP	—	NEW YORK, NY	AUDITOR	$46K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
NUKK-FREEMAN & CERRA PC	—	RIDGEWOOD, NJ	ATTORNEY	$3K	—

					% of plan
T. Rowe Price Retirement 2035 Trust I Mutual Fund	Other securities	—	—	$3.2M	14.7%
T. Rowe Price Retirement 2030 Trust I Mutual Fund	Other securities	—	—	$2.5M	11.5%
Class Z Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	10.6%
Guaranteed Income Fund Guaranteed Income Fund	Other securities	—	—	$1.8M	8.0%
T. Rowe Price Retirement 2020 Trust I Mutual Fund	Other securities	—	—	$1.6M	7.5%
T. Rowe Price Retirement 2045 Trust I Mutual Fund	Other securities	—	—	$1.2M	5.4%
LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY TRUST · EIN 82-4435820 / PN 375	Common Collective Trust	—	—	$1.2M	5.3%
T. Rowe Price Retirement 2040 Trust I Mutual Fund	Other securities	—	—	$1.1M	4.9%
T. Rowe Price Retirement 2050 Trust I Mutual Fund	Other securities	—	—	$862K	3.9%
T. Rowe Price Retirement 2055 Trust I Mutual Fund	Other securities	—	—	$641K	2.9%
LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$627K	2.8%
T. Rowe Price Retirement 2025 Trust I Mutual Fund	Other securities	—	—	$563K	2.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$537K	2.4%
Notes receivables from participants Rates range between 4.25% $-	Bonds / Notes	—	—	$492K	2.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$488K	2.2%
JPMorgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$484K	2.2%
Invesco Core Bond Fund Class R6 Mutual Fund	Mutual Funds	—	—	$431K	2.0%
T. Rowe Price Retirement 2015 Trust I Mutual Fund	Other securities	—	—	$386K	1.7%
T. Rowe Price Retirement 2060 Trust I Mutual Fund	Other securities	—	—	$326K	1.5%
AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850	Pooled Separate Account	—	—	$282K	1.3%
AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849	Pooled Separate Account	—	—	$184K	0.8%
Cohen & Steers Global Realty Shares, Inc. Mutual Fund	Common Stocks	—	—	$180K	0.8%
SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST · EIN 38-4126288 / PN 592	Common Collective Trust	—	—	$140K	0.6%
T. Rowe Price Retirement 2065 Trust I Mutual Fund	Other securities	—	—	$86K	0.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$79K	0.4%
Nuveen Winslow LCG ESG R6 Mutual Fund	Mutual Funds	—	—	$79K	0.4%
Franklin High Income R6 Mutual Fund	Mutual Funds	—	—	$71K	0.3%
Lord Abbett Bond-Debenture I Mutual Fund	U.S. Treasuries	—	—	$70K	0.3%
T. Rowe Price Retirement 2010 Trust I Mutual Fund	Other securities	—	—	$36K	0.2%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$27K	0.1%
PGIM Global Total Return R6 Mutual Fund	Other securities	—	—	$12K	<0.1%
Nuveen Core Impact Bond R6 Mutual Fund	U.S. Treasuries	—	—	$11K	<0.1%
Calvert Small Cap R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$0	<0.1%

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