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Original filing (PDF)20250820131135NAL0005672960001
ACCOR MANAGEMENT US, INC.
Form 5500
FILING_RECEIVED
ACCOR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,617
Accounts w/ balance
4,975
Plan assets (EOY)
$372.9M
Net assets (EOY)
$372.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 16 bps in Schedule C fees — 58% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCOR MANAGEMENT US, INC..
Plan sponsor
Name
ACCOR MANAGEMENT US, INC.
EIN
98-0209359
Address
—
Phone
(416) 874-2738
Industry
Accommodation & Food 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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $427K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | NONE | $103K | — |
| MARSH USA INC | — | HOUSTON, TX | NONE | $56K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $1K | — |
Investments
22 direct securities · 2 pooled funds· $372.9M(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
$301.2M
22 holdings
Pooled Separate Account
$56.6M
1 holding
Common Collective Trust
$15.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Funds Moderate G/I Portfolio R6 Mutual Funds | — | — | — | $64.9M | 17.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $56.6M | 15.2% | |
| SAGIC Core Bond I Group Annuity Contracts, | — | — | — | $42.6M | 11.4% | |
| contract value Fidelity 500 Index Mutual Funds | — | — | — | $37.9M | 10.2% | |
| BlackRock LifePath Index Retirement K Mutual Funds | — | — | — | $16.4M | 4.4% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 12-3123123 / PN 000 | Common Collective Trust | — | — | $15.2M | 4.1% | |
| BlackRock LifePath Index 2035 K Mutual Funds | — | — | — | $14.3M | 3.8% | |
| American Funds EuroPacific Gr R6 Mutual Funds | — | — | — | $13.7M | 3.7% | |
| MassMutual Mid Cap Growth I Mutual Funds | — | — | — | $12.4M | 3.3% | |
| JPMorgan Core Plus Bond R6 Mutual Funds | — | — | — | $11.9M | 3.2% | |
| BlackRock LifePath Index 2045 K Mutual Funds | — | — | — | $11.4M | 3.0% | |
| BlackRock LifePath Index 2030 K Mutual Funds | — | — | — | $11.4M | 3.0% | |
| Vanguard Small Cap Index Instl Mutual Funds | — | — | — | $10.9M | 2.9% | |
| BlackRock LifePath Index 2040 K Mutual Funds | — | — | — | $9.9M | 2.7% | |
| Vanguard Mid Cap Index Ins Mutual Funds | — | — | — | $7.4M | 2.0% | |
| T. Rowe Price New Horizons I Mutual Funds | — | — | — | $7.3M | 2.0% | |
| BlackRock LifePath Index 2050 K Mutual Funds | — | — | — | $6.8M | 1.8% | |
| BlackRock LifePath Index 2055 K Mutual Funds | — | — | — | $5.6M | 1.5% | |
| through December 2039 | — | — | — | $4.8M | 1.3% | |
| MFS Mid Cap Value R6 Mutual Funds | — | — | — | $4.4M | 1.2% | |
| BlackRock LifePath Index 2060 K Mutual Funds | — | — | — | $2.8M | 0.8% | |
| MassMutual Inf-Prot and Inc I Mutual Funds | — | — | — | $2.7M | 0.7% | |
| AB Global Bond Z Mutual Funds | — | — | — | $1.0M | 0.3% | |
| Massachusetts Mutual Holding Account | — | — | — | $633K | 0.2% |
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