# Belmont Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/belmont-capital-llc-401k-plan

> Belmont Capital LLC's 401(k) plan: 757 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISORS BROKER DEALER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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