Plan Snapshot
- Plan Sponsor: The Belvedere Inn, INC.
- Sponsor EIN: 232999395
- Sponsor Address: 402 N QUEEN STREET, LANCASTER, PA, 17603
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 66
- Total Assets: $2,492
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 66 | $2,492 | $0 | $0 |
| 2024 | 68 | $3,280 | $129,200 | $212,348 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $24,717 | — | $24,717 |
| THE BENECON GROUP | Investment Advisor | $14,928 | — | $14,928 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,645
- Estimated Expense Ratio: 1590.891% 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 |
|---|---|---|---|---|---|
| 2025 | $148,979 | — | — | — | — |
| 2024 | $430,695 | — | — | — | — |