Mike Thompson signed Bellanza, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bellanza, Inc.'s EIN is 20-8329086.
Download the official 2024 Form 5500 (PDF) for Bellanza, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bellanza, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JMS CAPITAL GROUP WEALTH MANAGEMENT | 36-4815243 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $308K | 19.7% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $268K | 17.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $259K | 16.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $231K | 14.8% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $77K | 4.9% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $52K | 3.3% | |
| GOLD SACHS SM CP VAL R | Registered Investment Companies | — | — | $24K | 1.5% | |
| INVESCO DEVELOP MARKETS R | Registered Investment Companies | — | — | $8K | 0.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $6K | 0.4% | |
| PIMCO REAL RETURN - CLASS R 582 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $3K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $2K | 0.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $2K | 0.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $598 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $6K |
| — |
