Plan Snapshot
- Plan Sponsor: Belmont Capital LLC
- Sponsor EIN: 271144301
- Sponsor Address: 101 HUNTINGTON AVENUE, BOSTON, MA, 02199
- Plan Type: 401(k)
- Total Participants: 757
- Total Assets: $42.2M
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. |
|---|---|---|---|---|
| 2025 | 757 | $42.2M | $0 | $0 |
| 2024 | 570 | $36.7M | $320,102 | $2.9M |
| 2023 | 619 | $30.8M | $317,138 | $2.6M |
| 2022 | 635 | $26.1M | $269,573 | $2.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORD KEEPER | $74,693 | — | $74,693 |
| RPW SOLUTIONS LLC | FIDUCIARY ADVISOR, TPA | $48,861 | — | $48,861 |
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISORS BROKER DEALER | $38,678 | — | $38,678 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGR-MGD ACCTS | $6,415 | — | $6,415 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISORS BROKER DEALER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,647
- Estimated Expense Ratio: 0.400% 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 | $168,648 | — | — | — | — |
| 2024 | $160,209 | — | — | — | — |
| 2023 | $142,667 | — | — | — | — |
| 2022 | $237,360 | $237,360 | — | — | — |