How big is The Belfort Group, Inc.'s plan?

The Belfort Group, Inc.'s plan reported $1.3M in assets and 19 participants for 2024.

Original filing (PDF)20250903122623NAL0015182881001

The Belfort Group, Inc.

Name: The Belfort Group, Inc. — The Belfort Group, Inc., Form 5500 (2024)
Creator: The Belfort Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Belfort Group, Inc. Profit Sharing Plan

401(k) retirement plan · The Belfort Group, Inc.'s The Belfort Group, Inc. Profit Sharing Plan held $1.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

The Belfort Group, Inc.'s EIN is 04-2744710.

EIN 04-2744710

Plan number 001

Plan year 2024

ACK ID 20250903122623NAL0015182881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Belfort Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Belfort Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

THE BELFORT GROUP, INC.

EIN

all filings

Address

125 HIGH STREET, SUIT 220 · BOSTON, MA · 021102704

Phone

(617) 536-3300

Industry

Professional & Technical Services

Plan administrator