Plan Snapshot
- Plan Sponsor: Belcan, LLC
- Sponsor EIN: 311312684
- Sponsor Address: 10151 CARVER ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 4,017
- Total Assets: $299.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,017 | $299.9M | $4.8M | $16.8M |
| 2023 | 4,110 | $275.0M | $6.9M | $22.8M |
| 2022 | 4,241 | $233.1M | $5.7M | $20.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $335,784 | — | $335,784 |
| KEATING, MUETHING & KLEKAMP PLL | Other Service Provider | $155,807 | — | $155,807 |
| CREATIVE PLANNING, LOCKTON RETIREME | Other Service Provider | $71,000 | — | $71,000 |
| PRICE WATERHOUSE COOPERS | Other Service Provider | $45,500 | — | $45,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $608,091
- Estimated Expense Ratio: 0.203% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $885,854 | — | — | — | — |
| 2023 | $789,744 | — | — | — | — |
| 2022 | $700,886 | — | — | — | — |