Plan Snapshot
- Plan Sponsor: Belz Hotel Group, LLC
- Sponsor EIN: 621625494
- Sponsor Address: 149 UNION AVENUE, MEMPHIS, TN, 38103
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 300 | $9.0M | $65,679 | $337,654 |
| 2023 | 263 | $8.5M | $0 | $302,417 |
| 2022 | 280 | $8.3M | $37,683 | $203,827 |
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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,430 | $12,140 | $37,640 | — | — |
| 2023 | $52,411 | $7,397 | $37,014 | — | — |
| 2022 | $50,452 | $6,373 | $36,079 | — | $8,000 |