Plan Snapshot
- Plan Sponsor: Belmont Group INC
- Sponsor EIN: 752231729
- Sponsor Address: 2000 MCKINNEY AVE STE 600, DALLAS, TX, 752012038
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 12 | $4.4M | $50,176 | $123,780 |
| 2023 | 14 | $8.6M | $47,139 | $115,398 |
| 2022 | 42 | $7.6M | $57,822 | $135,975 |