401k Record

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Ashford 401(k)

Recordkeeping fees per participant · Ashford Hospitality Advisors 401(k) Savings Plan · plan year 2024

$134.06

Higher than 72% of the 14,075 plans $10 to 50M that report it.

Source

= $33,380 / 249
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013152732NAL0002315824001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013152732NAL0002315824001, received 2025-10-13

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Cost and contributions

Administrative expenses excluding investment management, per participant

$295.38

10th: $15.36median $118.8890th: $340.63

Higher than 86% of the 24,371 plans $10 to 50M that report it.

Source

= $73,550 / 249
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013152732NAL0002315824001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013152732NAL0002315824001, received 2025-10-13

Administrative expenses per participant

$448.33

10th: $26.86median $197.2590th: $456.10

Higher than 89% of the 25,098 plans $10 to 50M that report it.

Source

= $111,633 / 249
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013152732NAL0002315824001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013152732NAL0002315824001, received 2025-10-13

Administrative expenses as a share of assets

0.411%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 71% of the 25,132 plans $10 to 50M that report it.

Source

= $111,633 / $27,163,918
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013152732NAL0002315824001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013152732NAL0002315824001, received 2025-10-13

Employer contributions per participant

$4,532

10th: $664median $2,07490th: $4,751

Higher than 89% of the 24,050 plans $10 to 50M that report it.

Source

= $1,128,442 / 249
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013152732NAL0002315824001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013152732NAL0002315824001, received 2025-10-13

Employer share of total contributions

30.5%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 59% of the 24,084 plans $10 to 50M that report it.

Source

= $1,128,442 / $3,705,020
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013152732NAL0002315824001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013152732NAL0002315824001, received 2025-10-13

Plan terms, as stated in Ashford Inc.'s SEC filings

Employer match

“The Company and our consolidated subsidiaries make matching cash contributions equal to 100% of up to the first 3% of an employee’s eligible compensation contributed to the respective 401(k) Plan and cash contributions equal to 50% of up to the next 2% of an employee’s eligible compensation contributed to the respective 401(k) Plan.”

Form 10-K filed 2025-03-14, for the year ended 2024-12-31 · benefits note, 10-K benefits note · source document

Vesting

“Both participant contributions and company matches vest immediately.”

Form 10-K filed 2025-03-14, for the year ended 2024-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2024-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2T default investment (QDIA) · 2J 401(k) feature · 2K 401(m) arrangement · 2G fully participant-directed · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013152732NAL0002315824001, received 2025-10-13

Full record, Ashford Hospitality Advisors 401(k) Savings Plan

FieldValueSource
Plan sponsorASHFORD, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013152732NAL0002315824001, received 2025-10-13
Plan nameASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251013152732NAL0002315824001, received 2025-10-13
Sponsor EIN / plan number46-5292553 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013152732NAL0002315824001, received 2025-10-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013152732NAL0002315824001, received 2025-10-13
Sponsor locationDALLAS, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013152732NAL0002315824001, received 2025-10-13
Industry (business code)721110, Accommodation and food servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013152732NAL0002315824001, received 2025-10-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013152732NAL0002315824001, received 2025-10-13
Filing received2025-10-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013152732NAL0002315824001, received 2025-10-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013152732NAL0002315824001, received 2025-10-13
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251013152732NAL0002315824001, received 2025-10-13
Participants, beginning of year271Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013152732NAL0002315824001, received 2025-10-13
Active participants213Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013152732NAL0002315824001, received 2025-10-13
Participants, end of year294Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013152732NAL0002315824001, received 2025-10-13
Participants with an account balance249Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013152732NAL0002315824001, received 2025-10-13
Total assets, beginning of year$24,056,457Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013152732NAL0002315824001, received 2025-10-13
Total assets, end of year$27,163,918Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013152732NAL0002315824001, received 2025-10-13
Net assets, end of year$27,163,918Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013152732NAL0002315824001, received 2025-10-13
Total income$7,888,724Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013152732NAL0002315824001, received 2025-10-13
Net income$2,980,823Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013152732NAL0002315824001, received 2025-10-13
Employer contributions$1,128,442Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013152732NAL0002315824001, received 2025-10-13
Participant contributions$2,194,460Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013152732NAL0002315824001, received 2025-10-13
Other contributions (incl. rollovers)$382,118Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013152732NAL0002315824001, received 2025-10-13
Total contributions$3,705,020Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013152732NAL0002315824001, received 2025-10-13
Benefit payments$4,794,478Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013152732NAL0002315824001, received 2025-10-13
Total expenses (incl. benefit payments)$4,907,901Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013152732NAL0002315824001, received 2025-10-13
Total administrative expenses$111,633Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013152732NAL0002315824001, received 2025-10-13
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013152732NAL0002315824001, received 2025-10-13
Recordkeeping fees$33,380Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013152732NAL0002315824001, received 2025-10-13
IQPA audit fees$40,170Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013152732NAL0002315824001, received 2025-10-13
Investment advisory and management fees$38,083Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013152732NAL0002315824001, received 2025-10-13
Administrative expenses excluding investment management$73,550derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013152732NAL0002315824001, received 2025-10-13
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013152732NAL0002315824001, received 2025-10-13
Held in common/collective trusts$586,077Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013152732NAL0002315824001, received 2025-10-13
Held in mutual funds$26,572,702Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013152732NAL0002315824001, received 2025-10-13
Independent auditorWHITLEY PENN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013152732NAL0002315824001, received 2025-10-13

Position = column in the DOL layout for form year 2024. Filing 20251013152732NAL0002315824001, received 2025-10-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
WHITLEY PENN LLPACCOUNTANT/AUDITOR 10 Accounting (including auditing) $40,170no
OSAIC WEALTH INCADVISOR 27 Investment advisory (plan) $38,083no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $33,380yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013152732NAL0002315824001, received 2025-10-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$24,056,457$27,163,91812.9%
Participants with a balance20924919.1%
Administrative expenses$73,500$111,63351.9%
Recordkeeping fees per participant$115.43$134.0616.1%
Employer contributions$815,040$1,128,44238.5%

Prior filing 20241014083703NAL0043874560001, received 2024-10-14; the plan years are contiguous.

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Sponsor name as filed: ASHFORD, INC.; SEC registrant: Ashford Inc. (CIK 1604738, matched by EIN; display name from the Form 10-K cover).