Plan Snapshot
- Plan Sponsor: Bellwether Enterprise Real Estate Capital, LLC
- Sponsor EIN: 262916887
- Sponsor Address: 1375 E 9TH STREET, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $74.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 501 | $74.2M | $2.6M | $6.3M |
| 2023 | 473 | $62.9M | $2.3M | $5.7M |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — 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 | $149,194 | $68,052 | $81,142 | — | — |
| 2023 | $103,836 | $40,367 | $63,469 | — | — |