Original filing (PDF)20251008142229NAL0003356195001

Belvedere Hotel Partnership DBA the Peninsula Beverly Hills

Name: Belvedere Hotel Partnership DBA the Peninsula Beverly Hills — Form 5500 Plan 001 (2024)
Creator: Belvedere Hotel Partnership DBA the Peninsula Beverly Hills
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Belvedere Hotel Partnership DBA the Peninsula Beverly Hills 401(k) Profit Sharing Plan

401(k) retirement plan · Belvedere Hotel Partnership DBA the Peninsula Beverly Hills' Belvedere Hotel Partnership DBA the Peninsula Beverly Hills 401(k) Profit Sharing Plan held $24.4M in plan assets for 378 participants in 2024, with John Hancock as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

378

Accounts w/ balance

368

Plan assets (EOY)

$24.4M

Net assets (EOY)

$24.4M

Plan identifiers

Belvedere Hotel Partnership DBA the Peninsula Beverly Hills' EIN is 95-4205099.

EIN 95-4205099

Plan number 001

Plan year 2024

ACK ID 20251008142229NAL0003356195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belvedere Hotel Partnership DBA the Peninsula Beverly Hills from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Belvedere Hotel Partnership DBA the Peninsula Beverly Hills' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS

EIN

all filings

Address

9882 S. SANTA MONICA BLVD. · BEVERLY HILLS, CA · 90212

Phone

(310) 551-2888

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$119K	—
ASCENSUS	82-3719843	—	TPA	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624

Investments

36 direct securities· $23.6M(96% of reported assets)

Other securities

$15.5M

15 holdings

Mutual Funds

$3.8M

15 holdings

Self-Directed Brokerage

$2.3M

1 holding

Common Collective Trusts

$1.9M

4 holdings

Cash / Money Market

$44K

1 holding

					% of plan
JH Multimanager 2040 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$3.2M	13.1%
JH Multimanager 2035 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$2.4M	9.7%
Self-directed brokerage account Various	Self-Directed Brokerage	—	—	$2.3M	9.3%
JH Multimanager 2045 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$2.3M	9.2%
Vanguard Federal Money Market Fund Mutual fund	Mutual Funds	—	—	$1.9M	7.7%
JH Multimanager 2030 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$1.5M	6.2%
JH Multimanager 2025 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$1.3M	5.3%
JH Multimanager 2050 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$1.2M	4.9%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.1M	4.6%
JH Multimanager 2065 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$929K	3.8%
JH Multimanager 2055 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$925K	3.8%
MFS Growth Fund Mutual fund	Mutual Funds	—	—	$632K	2.6%
JPMorgan Mid Cap Value Fund Mutual fund	Other securities	—	—	$544K	2.2%
JH Multimanager 2020 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$439K	1.8%
Vanguard Small Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$381K	1.6%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$339K	1.4%
JH Multimanager 2060 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$327K	1.3%
Columbia Dividend Income Fund Mutual fund	Other securities	—	—	$294K	1.2%
Invesco International Bond Fund Mutual fund 724 Fidelity Advisor Total Bond Fund Mutual fund	Mutual Funds	—	—	$253K	1.0%
Vanguard Energy Fund Mutual fund	Mutual Funds	—	—	$226K	0.9%
MFS Utilities Fund Mutual fund	Mutual Funds	—	—	$213K	0.9%
DFA U.S. Targeted Value Fund Mutual fund	Mutual Funds	—	—	$170K	0.7%
John Hancock Real Estate Securities Fund Mutual fund	Other securities	—	—	$159K	0.7%
PIMCO Commodity Real Return Fund Mutual fund	Mutual Funds	—	—	$136K	0.6%
Investments * JH Multimanager 2010 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$74K	0.3%
PIMCO Income Fund Mutual fund	Mutual Funds	—	—	$67K	0.3%
Invesco Developing Markets Fund Mutual fund	Mutual Funds	—	—	$65K	0.3%
American Funds Capital World Growth and Income Fund Mutual fund	Mutual Funds	—	—	$62K	0.3%
PIMCO Real Return Fund Mutual fund	Mutual Funds	—	—	$44K	0.2%
JPMorgan U.S. Government Money Market Fund Mutual fund	Cash / Money Market	—	—	$44K	0.2%
Vanguard Short-Term Federal Fund Mutual fund	Mutual Funds	—	—	$36K	0.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$31K	0.1%
American Funds EuroPacific Growth Fund Mutual fund	Mutual Funds	—	—	$18K	<0.1%
JH Multimanager 2015 Lifetime Fund Asset allocation mutual fund	Other securities	—	—	$16K	<0.1%
Invesco Oppenheimer International Growth Fund Mutual fund	Mutual Funds	—	—	$15K	<0.1%
Invesco Discovery Mid Cap Growth Fund Mutual fund	Mutual Funds	—	—	$12K	<0.1%