Plan Snapshot
- Plan Sponsor: Belletetes, INC
- Sponsor EIN: 020264529
- Sponsor Address: 51 PETERBOROUGH STREET, JAFFREY, NH, 03452
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $36.4M
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. |
|---|---|---|---|---|
| 2025 | 273 | $36.4M | $0 | $0 |
| 2024 | 253 | $34.6M | $0 | $0 |
| 2023 | 246 | $26.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.022% 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 |
|---|---|---|---|---|---|
| 2025 | $109,305 | $69,817 | $31,488 | $8,000 | — |
| 2024 | $131,673 | $97,687 | $33,986 | — | — |
| 2023 | $162,700 | $134,261 | $28,439 | — | — |