Department of Labor filing

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC

BELLWETHER ENTERPRISE REAL ESTATE CAPITAL 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 17, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,164

Reported employer contributions per active participant.

Higher than about 95% of comparable plans

#People in the filing

501

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$270 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202467out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions95th percentileTypical peer $1,145 · based on 241 comparable plans

Lower reported administrative expense2nd percentileTypical peer $91 · based on 244 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC reported $2,586,970 in employer contributions across the plan and 501 active participants. That works out to $5,164 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 33.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context67/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,586,970
Participant contributions: $6,280,439
Other contributions: $1,153,492
Employer share of reported contributions: 29.2%
Beginning assets: $62,925,809
Ending assets: $74,235,862
Ending net assets: $74,235,862
Ending liabilities: $0
Total income: $19,484,616
Total expenses: $8,174,563
Administrative expenses: $149,194
Participant loans: $574,334

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$4,897

2024

$5,164

Plan-paid administrative expenses per participant

2023

$202

2024

$270

Active participants

2023

473

2024

501

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,164	501	74.2M	20260717084233NAL0005676305001
2023	$4,897	473	62.9M	20260717083737NAL0005497393001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 262916887-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Real estate
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260717084233NAL0005676305001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗