Belmont Capital 401(k) match, vesting and fees
What Belmont 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 21 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Belmont Capital: employer contribution per participant | $490 | |
| Peer median | $3,322 |
| Belmont Capital: average balance | $60,288 | |
| Peer median | $92,679 |
| Belmont Capital: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.18% |
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 $29.7M at the end of plan year 2021 to $42.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 757 | $42.2M | $343K | $490 | 0.43% | Not published | Form 5500 ↗ |
| 2024 | 807 | $36.7M | $320K | $433 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 843 | $30.8M | $317K | $423 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 854 | $26.1M | $270K | $364 | 0.85% | Not published | Form 5500 ↗ |
| 2021 | 866 | $29.7M | $244K | $321 | 0.80% | Not published | Form 5500 ↗ |
Common questions
Does Belmont Capital match 401(k) contributions?
The match terms for the Belmont Capital Tax Deferred Savings Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $343K in employer contributions, about $490 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Belmont Capital 401(k) match vested?
The vesting schedule for the Belmont Capital Tax Deferred Savings Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Belmont Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Belmont Capital LLC.
I left Belmont Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Belmont Capital LLC, (617) 499-2700) or the recordkeeper, Empower Annuity Insurance Company. The Belmont Capital old 401(k) page lists the contacts from every plan filing. Find an old Belmont Capital 401(k)
Data from the public Form 5500 annual reports Belmont Capital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Belmont Capital. Not financial advice. Report a correction · Methodology