How big is Bellini / Gerrish and Associates' plan?

Bellini / Gerrish and Associates' plan reported $693K in assets and 10 participants for 2024.

Original filing (PDF)20250708124256NAL0011244818001

Bellini / Gerrish and Associates

Name: Bellini / Gerrish and Associates — Bellini Gerrish, Form 5500 (2024)
Creator: Bellini / Gerrish and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bellini Gerrish and Associates 401(k) PS Plan

401(k) retirement plan · Bellini / Gerrish and Associates' Bellini Gerrish and Associates 401(k) PS Plan held $693K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

People on this filing

Scott Gerrish signed Bellini / Gerrish and Associates' 2024 Form 5500 as plan administrator.

Scott Gerrish — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bellini / Gerrish and Associates' EIN is 01-0576084.

EIN 01-0576084

Plan number 001

Plan year 2024

ACK ID 20250708124256NAL0011244818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellini / Gerrish and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellini / Gerrish and Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELLINI / GERRISH AND ASSOCIATES.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score