Bellwether Enterprise Real Estate Capital 401(k) match, vesting and fees
What Bellwether Enterprise Real Estate Capital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rea & Associates, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 63 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Bellwether Enterprise Real Estate Capital: employer contribution per participant | $4,556 | |
| Peer median | $1,856 |
| Bellwether Enterprise Real Estate Capital: average balance | $147,221 | |
| Peer median | $67,299 |
| Bellwether Enterprise Real Estate Capital: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $62.9M at the end of plan year 2023 to $89.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 613 | $89.4M | $2.8M | $4,556 | 0.21% | Not published | Form 5500 ↗ |
| 2024 | 587 | $74.2M | $2.6M | $4,555 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 537 | $62.9M | $2.3M | $4,472 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Bellwether Enterprise Real Estate Capital match 401(k) contributions?
The match terms for the Bellwether Enterprise Real Estate Capital 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $4,556 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bellwether Enterprise Real Estate Capital 401(k) match vested?
The vesting schedule for the Bellwether Enterprise Real Estate Capital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bellwether Enterprise Real Estate Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Bellwether Enterprise Real Estate Capital, LLC.
I left Bellwether Enterprise Real Estate Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bellwether Enterprise Real Estate Capital, LLC, (216) 306-2832) or the recordkeeper, Principal Life Insurance Company. The Bellwether Enterprise Real Estate Capital old 401(k) page lists the contacts from every plan filing. Find an old Bellwether Enterprise Real Estate Capital 401(k)
Data from the public Form 5500 annual reports Bellwether Enterprise Real Estate Capital filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bellwether Enterprise Real Estate Capital. Not financial advice. Report a correction · Methodology