Bellars Harris Wealth Management, LLC (EIN 85-1093271) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.9M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Bellars Harris Cash Balance Plan | 002 | 7 | $3.0M |
| Bellars Harris Wealth Management 401(k) Plan | 001 | 7 | $848K |
85-1093271 is the Employer Identification Number (EIN) Bellars Harris Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
