# Belle Meade Mansion 401(k) Plan
Source: https://planprovider.pro/companies/belle-meade-mansion-401k-plan

> Belle Meade Mansion's 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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