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Original filing (PDF)20251013091924NAL0001583888001
LUXURY HOTELS INTERNATIONAL OF PUERTO RICO, INC.
Form 5500
FILING_RECEIVED
MARRIOTT INTERNATIONAL, INC. PUERTO RICO RETIREMENT PLAN
401(k) retirement plan
Signals · 2
15% employer stockNo recordkeeper disclosed
Active participants
2,061
Accounts w/ balance
962
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
88
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- 15% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUXURY HOTELS INTERNATIONAL OF PUERTO RICO, INC..
Plan sponsor
Name
LUXURY HOTELS INTERNATIONAL OF PUERTO RICO, INC.
EIN
74-3052234
Address
6961 AVENUE OF THE GOVERNORS · ISLA VERDE · CAROLINA, PR · 00979
Phone
(787) 253-1700
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
THADDEUS SHEPHERD MARRIOTT INTERNATIONAL, INC.
EIN
52-2055918
City
BETHESDA, MD
Phone
(833) 900-6482
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABARCA | 66-0601528 | — | LEGAL | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK | 66-0559436 | — | NONE | $47K | — |
| NEPC | 26-1429809 | — | NONE | $13K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $7K | — |
Investments
21 direct securities · 2 pooled funds· $25.2M(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
$21.7M
21 holdings
Common Collective Trust
$3.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Marriott International, Inc. Common Stock Fund | — | — | — | $3.8M | 14.9% | |
| NT COLLECTIVE S&P 500 IDX DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $3.6M | 14.1% | |
| Vanguard Treasury Money Market Fund | — | — | — | $3.4M | 13.5% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $2.4M | 9.4% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $1.8M | 7.3% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.4M | 5.5% | |
| Dodge & Cox Income Fund Class X | — | — | — | $1.3M | 5.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.1M | 4.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.0M | 4.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $958K | 3.8% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $843K | 3.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $821K | 3.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $809K | 3.2% | |
| American Beacon Small Cap Value Fund R6 Class | — | — | — | $807K | 3.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $692K | 2.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $352K | 1.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $132K | 0.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $64K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $829 | <0.1% | |
| Participant loans | — | — | — | $445 | <0.1% | |
| COLTV SHORT TERM INVT FUND NORTHERN TRUST COMPANY · EIN 36-6036794 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |