# Team Belvedere LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-belvedere-llc-401k-plan

> Team Belvedere LLC&#39;s 401(k) plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Team Belvedere LLC

- **Sponsor EIN:** 800959280

- **Sponsor Address:** 10 SOUTH RIVERSIDE PLAZA, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 275

- **Total Assets:** $62.2M

## 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.|

| 2024|275|$62.2M|$2.1M|$4.4M|

| 2023|264|$52.5M|$2.1M|$4.7M|

| 2022|257|$39.8M|$1.9M|$4.0M|

## 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|

| HASKELL & WHITE, LLP|Auditor|—|—|$0|

## 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|$103,487|$54,260|—|—|—|

| 2023|$131,902|$90,605|—|—|—|

| 2022|$130,690|$2,336|—|—|—|

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