Plan Snapshot
- Plan Sponsor: Belleview Biltmore Country Club Corp.
- Sponsor EIN: 251235483
- Sponsor Address: 1 COUNTRY CLUB LANE, BELLEAIR, FL, 33756
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $7.3M
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 | 153 | $7.3M | $267,421 | $517,751 |
| 2023 | 144 | $6.4M | $227,884 | $451,812 |
| 2022 | 129 | $4.9M | $192,601 | $357,848 |
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 |
|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS, LLC | THIRD PARTY ADMIN | $2,685 | $3,123 | $5,808 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,808
- Estimated Expense Ratio: 0.079% 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 | $2,762 | — | $2,762 | — | — |
| 2023 | $1,720 | — | $1,720 | — | — |
| 2022 | $1,516 | — | $1,516 | — | — |