Plan Ledger DOL Form 5500 · updated monthly

Belleview Biltmore Country Club Corp.401(k)

BELLEAIR COUNTRY CLUB 401K PLAN · BELLEAIR, FL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Belleview Biltmore Country Club Corp. reported $2,762 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,748 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 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. 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 Florida (2,118th of 3,644), and 801st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 129 to 153 since 2022.

Plan summary
Net assets, end of year$7,293,612
Participants with balances136
Active participants153
Employer contributions$267,421
Employee contributions$517,751
Employer contribution per active participant$1,748
Average account balance$53,630
Benefits paid to participants$535,635
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 136 accts · $267K emplr
2023$6.4M · 119 accts · $228K emplr
2022$4.9M · 102 accts · $193K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,762
Total administrative$2,762
The Belleview Biltmore Country Club Corp. 401(k) match · 2024
Employer contribution per active participant$1,748
Median for plans this size$1,313
2024$1,748 per active participant
2023$1,583 per active participant
2022$1,493 per active participant

Belleview Biltmore Country Club Corp.'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
FLORIDA RETIREMENT CONSULTANTS, LLC · Contract administrator$2,685

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

Administrative cost history3
2024$2,762 · 0.04%
2023$1,720 · 0.03%
2022$1,516 · 0.03%
Similar plansArts, Entertainment & Recreation · Florida
Rsource, LLC FL$7.9M · 0.50%
Tampa Bay Downs FL$7.3M · 0.47%
Williams Island Poa FL$7.0M · 0.71%
Bok Tower Garden, Inc. FL$6.7M · 0.44%
Godwins Gatorland, Inc. FL$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251235483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.