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Original filing (PDF)20251014071740NAL0001085283001
BELZ HOTEL GROUP, LLC
Form 5500
FILING_RECEIVED
PEABODY HOTEL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
300
Accounts w/ balance
591
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELZ HOTEL GROUP, LLC.
Plan sponsor
Name
BELZ HOTEL GROUP, LLC
EIN
62-1625494
Address
149 UNION AVENUE · MEMPHIS, TN · 38103
Phone
(901) 762-5467
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WATKINS UIBERALL, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $16.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.8M
36 holdings
Pooled Separate Account
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.7M | 85.4% | |
| MFS Growth Fund R6 | — | — | — | $1.1M | 12.6% | |
| Victory Sycamore Small Company Opportunity Fund ** 738 * Voya Fixed Account | — | — | — | $677K | 7.5% | |
| T. Rowe Price Retirement 2040 Fund I | — | — | — | $654K | 7.3% | |
| MFS Value Fund R6 | — | — | — | $617K | 6.9% | |
| T. Rowe Price Retirement 2030 Fund I | — | — | — | $605K | 6.7% | |
| T. Rowe Price Retirement 2035 Fund I | — | — | — | $591K | 6.6% | |
| T. Rowe Price Retirement 2025 Fund I | — | — | — | $547K | 6.1% | |
| Voya Fixed Account (4450) | — | — | — | $435K | 4.8% | |
| T. Rowe Price Retirement 2045 Fund I | — | — | — | $422K | 4.7% | |
| T. Rowe Price Retirement 2050 Fund I | — | — | — | $387K | 4.3% | |
| T. Rowe Price Retirement 2020 Fund I | — | — | — | $312K | 3.5% | |
| T. Rowe Price Retirement 2055 Fund I | — | — | — | $266K | 3.0% | |
| Vanguard 500 Index Fund Adm | — | — | — | $265K | 2.9% | |
| American Funds New Prspctv R6 | — | — | — | $222K | 2.5% | |
| MFS Intl Diversification Fd R6 | — | — | — | $193K | 2.1% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $188K | 2.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares | — | — | — | $183K | 2.0% | |
| Vanguard Small-Cap Index Fnd Adm | — | — | — | $168K | 1.9% | |
| PGIM Global Total Return Fd R6 | — | — | — | $139K | 1.5% | |
| American Funds Am Balanced R6 | — | — | — | $135K | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $127K | 1.4% | |
| Putnam Small Cap Growth Fnd R6 ** - T. Rowe Price Retirement 2005 Fund I ** 334 T. Rowe Price Retirement 2010 Fund I | — | — | — | $119K | 1.3% | |
| Vanguard Infl-Prt Secs Fund Adm | — | — | — | $66K | 0.7% | |
| PGIM Total Return Bond Fd R6 | — | — | — | $62K | 0.7% | |
| Principal Real Estate Sec F R6 | — | — | — | $51K | 0.6% | |
| Participant loans Interest rate from 5.25% to 10.50% $ - | — | — | — | $50K | 0.6% | |
| CLRBrg Apprec Find IS | — | — | — | $45K | 0.5% | |
| Vanguard Int-Trm Bd Indx Fd Adm | — | — | — | $42K | 0.5% | |
| Vanguard Real Estate Index Adm | — | — | — | $35K | 0.4% | |
| First Eagle Global Fund R6 | — | — | — | $32K | 0.4% | |
| T. Rowe Price Retirement 2060 Fund I | — | — | — | $24K | 0.3% | |
| Victory Sycamore Established Value Fund | — | — | — | $16K | 0.2% | |
| American Funds New World R6 | — | — | — | $16K | 0.2% | |
| PIMCO Income Fund Inst | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | — | — | — | $6K | <0.1% | |
| Vanguard Dividend Growth Fd Adm ** 401 Vanguard Emerging Markets Stock Index Fund | — | — | — | $1K | <0.1% |
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