Plan Snapshot
- Plan Sponsor: Belle Meade Mansion
- Sponsor EIN: 842454648
- Sponsor Address: 5025 HARDING PIKE, NASHVILLE, TN, 37205
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 85 | $1.5M | $134,774 | $147,588 |
| 2023 | 70 | $1.3M | $152,481 | $180,532 |
| 2022 | 127 | $1.1M | $153,052 | $179,769 |
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 |
|---|---|---|---|---|
| PURYEAR NOONAN, CPA'S | Auditor | — | — | $0 |
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 | $33,432 | $127 | $5,712 | — | — |
| 2023 | $23,687 | — | — | — | — |
| 2022 | — | — | — | — | — |