Original filing (PDF)20251014061614NAL0002210481001

BELLANZA, INC.

Name: BELLANZA, INC. — THE GODDARD SCHOOL, Form 5500 (2024)
Creator: BELLANZA, INC.

Form 5500

FILING_RECEIVED

THE GODDARD SCHOOL

401(k) retirement plan

Active participants

183

Accounts w/ balance

117

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

How this plan invests

This plan

5 pooled trusts

Schedule D

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

64% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLANZA, INC..

Plan sponsor

Name

BELLANZA, INC.

EIN

20-8329086

Address

420 DRESHER RD · STE B · HORSHAM, PA · 19044

Phone

(412) 439-0962

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$1K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JMS CAPITAL GROUP WEALTH MANAGEMENT	36-4815243	—	INVESTMENT/FINANCIAL ADVI	$6K	—

Investments

9 direct securities · 5 pooled funds· $1.2M(79% of reported assets)

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.

Registered Investment Companies

$999K

9 holdings

Common Collective Trust

$242K

5 holdings

Investment	Type	Shares / units	Cost	Current value	% 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%