Plan Ledger DOL Form 5500 · updated monthly

Belle Holdings Inc.401(k)

BELLE HOLDINGS EMPLOYEE RETIREMENT PLAN · RICHMOND, VA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Belle Holdings Inc. reported $1,407 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $118 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 accommodation & food services employers. By assets it is among the smaller plans on file in Virginia (2,169th of 2,266), and 1,718th of 2,240 in accommodation & food services. In 2022, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,024,685
Participants with balances75
Active participants355
Employer contributions$41,750
Employee contributions$79,543
Employer contribution per active participant$118
Average account balance$13,662
Benefits paid to participants$76,664
Plan auditUnmodified (clean) audit opinion
AuditorWELLS COLEMAN
The Belle Holdings Inc. 401(k) match · 2022
Employer contribution per active participant$118
Median for plans this size$1,114

Belle Holdings Inc.'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$1,407 · 0.13%
Similar plansAccommodation & Food Services · Virginia
Ncc Ee ,LLC VA$1.5M · 0.48%
Sandpiper Property Mgt VA$800K · 3.08%
District Taco LLC VA$668K · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412040298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.