401k Record

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Bellhops 401(k)

Recordkeeping fees per participant · Bellhop, Inc. Retirement Trust · plan year 2023

$99.34

Higher than 68% of the 8,500 plans $1 to 10M that report it.

Source

= $11,524 / 116
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241017200614NAL0033460113001, received 2024-10-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241017200614NAL0033460113001, received 2024-10-17

10th: $8.53median $58.0190th: $178.81

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-17.

Cost and contributions

Administrative expenses excluding investment management, per participant

$99.34

10th: $10.83median $92.8690th: $271.69

Higher than 53% of the 17,126 plans $1 to 10M that report it.

Source

= $11,524 / 116
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241017200614NAL0033460113001, received 2024-10-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241017200614NAL0033460113001, received 2024-10-17

Administrative expenses per participant

$160.71

10th: $16.05median $134.8990th: $338.53

Higher than 57% of the 17,762 plans $1 to 10M that report it.

Source

= $18,642 / 116
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241017200614NAL0033460113001, received 2024-10-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241017200614NAL0033460113001, received 2024-10-17

Administrative expenses as a share of assets

0.774%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 76% of the 17,798 plans $1 to 10M that report it.

Source

= $18,642 / $2,407,651
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241017200614NAL0033460113001, received 2024-10-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241017200614NAL0033460113001, received 2024-10-17

Employer contributions per participant

$946

10th: $347median $1,29490th: $2,822

Higher than 35% of the 15,688 plans $1 to 10M that report it.

Source

= $109,700 / 116
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241017200614NAL0033460113001, received 2024-10-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241017200614NAL0033460113001, received 2024-10-17

Employer share of total contributions

17.4%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 21% of the 15,721 plans $1 to 10M that report it.

Source

= $109,700 / $629,155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241017200614NAL0033460113001, received 2024-10-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241017200614NAL0033460113001, received 2024-10-17

Plan terms, as stated in Bellhops, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241017200614NAL0033460113001, received 2024-10-17

Full record, Bellhop, Inc. Retirement Trust

FieldValueSource
Plan sponsorBELLHOP, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241017200614NAL0033460113001, received 2024-10-17
Plan nameBELLHOP, INC. RETIREMENT TRUSTForm 5500, line 1a; PLAN_NAME pos 16; filing 20241017200614NAL0033460113001, received 2024-10-17
Sponsor EIN / plan number45-0939202 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241017200614NAL0033460113001, received 2024-10-17
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241017200614NAL0033460113001, received 2024-10-17
Sponsor locationCHATTANOOGA, TNForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241017200614NAL0033460113001, received 2024-10-17
Industry (business code)812990, Other servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20241017200614NAL0033460113001, received 2024-10-17
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241017200614NAL0033460113001, received 2024-10-17
Filing received2024-10-17Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241017200614NAL0033460113001, received 2024-10-17
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241017200614NAL0033460113001, received 2024-10-17
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20241017200614NAL0033460113001, received 2024-10-17
Participants, beginning of year220Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241017200614NAL0033460113001, received 2024-10-17
Active participants89Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241017200614NAL0033460113001, received 2024-10-17
Participants, end of year161Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241017200614NAL0033460113001, received 2024-10-17
Participants with an account balance116Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241017200614NAL0033460113001, received 2024-10-17
Total assets, beginning of year$1,872,381Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241017200614NAL0033460113001, received 2024-10-17
Total assets, end of year$2,407,651Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241017200614NAL0033460113001, received 2024-10-17
Net assets, end of year$2,407,651Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241017200614NAL0033460113001, received 2024-10-17
Total income$1,006,214Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241017200614NAL0033460113001, received 2024-10-17
Net income$535,270Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241017200614NAL0033460113001, received 2024-10-17
Employer contributions$109,700Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241017200614NAL0033460113001, received 2024-10-17
Participant contributions$419,094Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241017200614NAL0033460113001, received 2024-10-17
Other contributions (incl. rollovers)$100,361Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241017200614NAL0033460113001, received 2024-10-17
Total contributions$629,155Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241017200614NAL0033460113001, received 2024-10-17
Benefit payments$446,620Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241017200614NAL0033460113001, received 2024-10-17
Total expenses (incl. benefit payments)$470,944Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241017200614NAL0033460113001, received 2024-10-17
Total administrative expenses$18,642Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241017200614NAL0033460113001, received 2024-10-17
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20241017200614NAL0033460113001, received 2024-10-17
Recordkeeping fees$11,524Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241017200614NAL0033460113001, received 2024-10-17
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20241017200614NAL0033460113001, received 2024-10-17
Investment advisory and management fees$7,118Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241017200614NAL0033460113001, received 2024-10-17
Administrative expenses excluding investment management$11,524derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241017200614NAL0033460113001, received 2024-10-17
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20241017200614NAL0033460113001, received 2024-10-17
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241017200614NAL0033460113001, received 2024-10-17
Held in mutual funds$2,325,506Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241017200614NAL0033460113001, received 2024-10-17
Independent auditorHENDERSON, HUTCHERSON & MCCULLOUGH,Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241017200614NAL0033460113001, received 2024-10-17

Position = column in the DOL layout for form year 2023. Filing 20241017200614NAL0033460113001, received 2024-10-17.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $11,524yes
GLOBAL RETIREMENT PARTNERS LLCADVISOR 27 Investment advisory (plan) $6,598no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241017200614NAL0033460113001, received 2024-10-17.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: BELLHOP, INC.; SEC registrant: Bellhops, Inc. (CIK 1661972, matched by EIN).