Plan Snapshot
- Plan Sponsor: Belvedere Hotel Partnership Dba The Peninsula Beverly Hills
- Sponsor EIN: 954205099
- Sponsor Address: 9882 S. SANTA MONICA BLVD., BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $24.4M
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 | 378 | $24.4M | $729,478 | $1.5M |
| 2023 | 370 | $20.8M | $644,056 | $1.3M |
| 2022 | 377 | $17.8M | $608,070 | $1.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $118,712 | — | $118,712 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $36,522 | — | $36,522 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $22,187 | — | $22,187 |
| ASCENSUS | TPA | $10,685 | — | $10,685 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
- ASCENSUS — TPA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,106
- Estimated Expense Ratio: 0.770% 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 | $199,322 | $36,522 | $14,210 | $22,187 | — |
| 2023 | $101,703 | $29,005 | $5,400 | $3,730 | — |
| 2022 | $103,975 | — | $71,233 | — | $32,742 |