How big is Belrose & Company, Inc.'s plan?

Belrose & Company, Inc.'s plan reported $993K in assets and 23 participants for 2024.

Original filing (PDF)20250605120519NAL0009139139001

Belrose & Company, Inc.

Name: Belrose & Company, Inc. — Belrose & Co 401(k) Plan, Form 5500 (2024)
Creator: Belrose & Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belrose & Co 401(k) Plan

401(k) retirement plan · Belrose & Company, Inc.'s Belrose & Co 401(k) Plan held $993K in plan assets for 23 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

People on this filing

Linda Smith signed Belrose & Company, Inc.'s 2024 Form 5500 as plan administrator.

Linda Smith — 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

Belrose & Company, Inc.'s EIN is 20-5019284.

EIN 20-5019284

Plan number 001

Plan year 2024

ACK ID 20250605120519NAL0009139139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belrose & Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELROSE & COMPANY, INC.

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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

Knocking points off