# Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(k) Plan
Source: https://planprovider.pro/companies/belvedere-hotel-partnership-dba-the-peninsula-beverly-hills-401k-plan

> Belvedere Hotel Partnership Dba The Peninsula Beverly Hills's 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/belvedere-hotel-partnership-dba-the-peninsula-beverly-hills-401k-plan)

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