How big is Hospitality Staffing II LLC's plan?

Hospitality Staffing II LLC's plan reported $25.1M in assets and 4,893 participants for 2024.

Original filing (PDF)20251015100428NAL0005896912001

Hospitality Staffing II LLC

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

Form 5500

FILING_RECEIVED

Hospitality Staffing 401(k) Plan

401(k) retirement plan · Hospitality Staffing II LLC's Hospitality Staffing 401(k) Plan held $25.1M in plan assets for 4,893 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

4,893

Accounts w/ balance

3,142

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

People on this filing

David Duncan signed Hospitality Staffing II LLC's 2024 Form 5500 as plan administrator.

David Duncan — 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

Hospitality Staffing II LLC's EIN is 92-0751804.

EIN 92-0751804

Plan number 001

Plan year 2024

ACK ID 20251015100428NAL0005896912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

21 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

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

HOSPITALITY STAFFING II LLC

EIN

all filings

Address

222 WEST ADAMS SUITE 400 · CHICAGO, IL · 60606

Phone

(312) 638-2300

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$76K	—

Investments

21 direct securities · 1 pooled fund· $45.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$23.8M

1 holding

Mutual Funds

$19.7M

17 holdings

Stable Value

$1.0M

1 holding

Other securities

$856K

3 holdings

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$23.8M	94.9%
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.6M	10.5%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.6M	10.2%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.4M	9.6%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.8M	7.1%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.6M	6.4%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$1.6M	6.2%
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.4M	5.6%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.4M	5.5%
American Funds 2065 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.1M	4.4%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.1M	4.3%
American United Life Ins. Co. AUL Stable Value Fund Stable Value Fund	Stable Value	—	—	$1.0M	4.1%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$1.0M	4.1%
American Funds EuroPacific Growth Mutual Fund	Mutual Funds	—	—	$596K	2.4%
Calvert Small Cap Mutual Fund	Other securities	—	—	$583K	2.3%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$317K	1.3%
maturing from 2025- 2039	Other securities	—	—	$249K	1.0%
American Funds 2010 Target Date Fund Mutual Fund	Mutual Funds	—	—	$80K	0.3%
MFS Val Mutual Fund	Mutual Funds	—	—	$76K	0.3%
American Funds 2015 Target Date Fund Mutual Fund	Mutual Funds	—	—	$66K	0.3%
John Hancock Invest Grade BD Mutual Fund	Other securities	—	—	$25K	<0.1%
American Funds 2070 Target Date Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%