Plan Ledger DOL Form 5500 · updated monthly

Belle Meade Mansion401(k)

BELLE MEADE MANSION 401K PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
2.39%

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

Belle Meade Mansion reported $33,432 in plan administrative expenses for 2024: 2.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,586 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.

Across the 1 year on file its reported administrative ratio rose from 2.00% to 2.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Tennessee (1,360th of 1,496), and 1,179th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,529,692
Participants with balances91
Active participants85
Employer contributions$134,774
Employee contributions$147,588
Employer contribution per active participant$1,586
Average account balance$16,810
Benefits paid to participants$270,302
Plan auditUnmodified (clean) audit opinion
AuditorPURYEAR NOONAN, CPA'S
Plan history2
Yearassets · accounts · employer contribution
2024$1.5M · 91 accts · $135K emplr
2023$1.3M · 149 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,305
Investment management$127
Total administrative$33,432
The Belle Meade Mansion 401(k) match · 2024
Employer contribution per active participant$1,586
Median for plans this size$1,313
2024$1,586 per active participant
2023$2,178 per active participant

Belle Meade Mansion's 2024 employer contribution ran above the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$127

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023ADP

This plan has changed recordkeepers within these filings. If you left Belle Meade Mansion before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$33,432 · 2.39%
2023$23,687 · 2.00%
Similar plansArts, Entertainment & Recreation · Tennessee
Richland Country Club TN$4.1M · 1.20%
Nashville Soccer Club LLC TN$3.6M · 0.72%
Animax Designs, Inc. TN$2.8M · 1.06%
Nashville Ballet, Inc. TN$871K · 0.02%
Eagle Fitness LLC TN$651K · 1.40%
Anakeesta, LLC TN$27K · 2.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 842454648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.