Plan Ledger DOL Form 5500 · updated monthly

Project Belle LLC401(k)

PROJECT BELLE 401(K) PLAN · NASHVILLE, TN · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Project Belle LLC reported $2,820 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.21% to 0.31%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,420th of 1,496), and 11,021st of 11,911 in health care & social assistance. active participation has grown from 148 to 178 since 2022.

Plan summary
Net assets, end of year$863,236
Participants with balances242
Active participants178
Employer contributions$0
Employee contributions$275,359
Employer contribution per active participant$0
Average account balance$3,567
Benefits paid to participants$163,151
Plan auditUnmodified (clean) audit opinion
AuditorKRAFTCPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$739K · 129 accts
2023$863K · 242 accts
2022$366K · 219 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,296
Investment management$524
Total administrative$2,820
The Project Belle LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Project Belle LLC's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,509 · 0.31%
2023$2,820 · 0.46%
2022$526 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Martha O'Bryan Center TN$974K · 1.11%
The Next Door, Inc. TN$875K · 0.17%
Prospect Inc. TN$767K · 1.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472162859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.