Plan Ledger DOL Form 5500 · updated monthly

Belle Haven Country Club401(k)

BELLE HAVEN COUNTRY CLUB 401(K) PLAN · ALEXANDRIA, VA · plan year 2022

Reported admin expense ratio · 2022
0.82%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Belle Haven Country Club reported $35,874 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $347 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Virginia (1,913th of 2,266), and 999th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $6.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,999,995
Participants with balances52
Active participants103
Employer contributions$35,728
Employee contributions$248,128
Employer contribution per active participant$347
Average account balance$76,923
Benefits paid to participants$101,392
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,380
Investment management$8,747
Professional / advisory$8,747
Total administrative$35,874
The Belle Haven Country Club 401(k) match · 2022
Employer contribution per active participant$347
Median for plans this size$1,114

Belle Haven Country Club's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$35,874 · 0.82%
Same employer
Similar plansArts, Entertainment & Recreation · Virginia
Chrysler Museum Inc. VA$8.1M · 0.01%
Ticket Evolution, Inc. VA$6.5M · 0.72%
The Montpelier Foundation VA$5.8M · 0.01%
Solidcore Holdings LLC VA$3.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540138040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.