# The Belvedere Inn, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-belvedere-inn-inc-232999395-501

> The Belvedere Inn, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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