Plan Snapshot
- Plan Sponsor: Belcan Services Group, Ltd. Partnership
- Sponsor EIN: 311312685
- Sponsor Address: 10151 CARVER RD, BLUE ASH, OH, 45242
- Plan Type: DC
- Total Participants: 1,686
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,686 | $19.1M | $0 | $497,633 |
| 2023 | 1,318 | $18.9M | $0 | $871,409 |
| 2022 | 1,274 | $17.8M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| PRICE WATERHOUSE COOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE WATERHOUSE COOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,120 | — | — | — | — |
| 2023 | $157,480 | $30,931 | — | — | — |
| 2022 | $205,667 | $77,398 | — | — | $128,269 |