How big is ZMC Hotels, LLC's plan?

ZMC Hotels, LLC's plan reported $11.5M in assets and 1,665 participants for 2024.

Original filing (PDF)20251007113311NAL0002425747001

ZMC Hotels, LLC

Name: ZMC Hotels, LLC — ZMC Hotels, LLC 401(k) Plan, Form 5500 (2024)
Creator: ZMC Hotels, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ZMC Hotels, LLC 401(k) Plan

401(k) retirement plan · ZMC Hotels, LLC's ZMC Hotels, LLC 401(k) Plan held $11.5M in plan assets for 1,665 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,665

Accounts w/ balance

209

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Beverly Murphy signed ZMC Hotels, LLC's 2024 Form 5500 as plan administrator.

Beverly Murphy — 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

ZMC Hotels, LLC's EIN is 47-4191838.

EIN 47-4191838

Plan number 001

Plan year 2024

ACK ID 20251007113311NAL0002425747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZMC Hotels, LLC's plan includes profit-sharing, 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 ZMC HOTELS, LLC.

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

ZMC HOTELS, LLC

EIN

all filings

Address

150 N WIGET LANE, SUITE 250 · WALNUT CREEK, CA · 94598

Phone

(218) 529-7733

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2U · Association Retirement Plan

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BAYBRIDGE CAPITAL GROUP LLC	47-5067434	—	ADVISOR	$20K	—

Investments

46 direct securities· $11.5M(100% of reported assets)

Mutual Funds

$9.3M

30 holdings

Common Collective Trusts

$1.6M

8 holdings

Other securities

$336K

6 holdings

Common Stocks

$126K

1 holding

Bonds / Notes

$70K

1 holding

					% of plan
American Funds The Income Fund Of America Class R-6	Mutual Funds	—	—	$1.3M	11.2%
Fidelity Freedom Index 2045 Fund Institutional Premium Class	Mutual Funds	—	—	$865K	7.5%
Fidelity Freedom Index 2025 Fund Institutional Premium Class	Mutual Funds	—	—	$722K	6.3%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$653K	5.7%
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Mutual Funds	—	—	$623K	5.4%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$613K	5.3%
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Mutual Funds	—	—	$549K	4.8%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$541K	4.7%
Vanguard Wellington Fund Investor Shares	Mutual Funds	—	—	$450K	3.9%
Fidelity Contrafund K6	Mutual Funds	—	—	$438K	3.8%
Fidelity Freedom Index 2035 Fund Institutional Premium Class	Mutual Funds	—	—	$419K	3.7%
Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$384K	3.3%
American Funds The Growth Fund Of America Class R-6	Mutual Funds	—	—	$355K	3.1%
American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$337K	2.9%
MFS Technology Fund Class R6	Mutual Funds	—	—	$313K	2.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$305K	2.7%
Vanguard Financials Index Fund Admiral Shares	Common Collective Trusts	—	—	$210K	1.8%
Fidelity Small Cap Growth K6 Fund	Mutual Funds	—	—	$209K	1.8%
American Funds Washington Mutual Investors Fund Class R-6	Mutual Funds	—	—	$205K	1.8%
American Funds Capital Income Builder Class R-6	Mutual Funds	—	—	$201K	1.7%
Fidelity Freedom Index 2055 Fund Institutional Premium Class	Mutual Funds	—	—	$173K	1.5%
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Mutual Funds	—	—	$168K	1.5%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Mutual Funds	—	—	$155K	1.3%
Blackrock Mid-Cap Growth Equity Portfolio Class K	Other securities	—	—	$143K	1.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional	Common Stocks	—	—	$126K	1.1%
DFA U.S. Targeted Value Portfolio Institutional Class	Mutual Funds	—	—	$107K	0.9%
s: (continued) JPMorgan Strategic Income Opportunities Fund Class R5 Shares	Mutual Funds	—	—	$98K	0.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$97K	0.8%
American Funds Smallcap World Fund Class R-6	Mutual Funds	—	—	$92K	0.8%
Participant loans receivable - 20 loans outstanding with interest rates ranging from 5.25% to 10.50% -	Bonds / Notes	—	—	$70K	0.6%
Pioneer Bond Fund Class K	Other securities	—	—	$56K	0.5%
Fidelity Freedom Index 2015 Fund Institutional Premium Class	Mutual Funds	—	—	$56K	0.5%
Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$52K	0.5%
American Funds New World Fund Class R-6	Mutual Funds	—	—	$51K	0.4%
Fidelity Freedom Index 2065 Fund Institutional Premium Class	Mutual Funds	—	—	$51K	0.4%
PGIM Global Real Estate Fund- Class Z	Other securities	—	—	$48K	0.4%
MFS International Intrinsic Value Fund Class R4	Mutual Funds	—	—	$46K	0.4%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Mutual Funds	—	—	$43K	0.4%
Lord Abbett Short Duration Income Fund Class I	Mutual Funds	—	—	$35K	0.3%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$33K	0.3%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$32K	0.3%
American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$26K	0.2%
The Hartford World Bond Fund Class R6	Other securities	—	—	$19K	0.2%
PGIM High Yield Fund- Class Z	Other securities	—	—	$18K	0.2%
Vanguard Intermediate-Term Bond Index Admiral Shares	Mutual Funds	—	—	$10K	<0.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$3K	<0.1%