Original filing (PDF)20251013105101NAL0001141521001

BEL BRANDS USA, INC.

Name: BEL BRANDS USA, INC. — BEL WISCONSIN HOURLY 401(K) PLAN, Form 5500 (2024)
Creator: BEL BRANDS USA, INC.

Form 5500

FILING_RECEIVED

BEL WISCONSIN HOURLY 401(K) PLAN

401(k) retirement plan

Active participants

116

Accounts w/ balance

114

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

BEL BRANDS USA, INC.

EIN

22-2019556all filings

Address

30 S. WACKER DRIVE · 30TH FLOOR · CHICAGO, IL · 60606

Phone

(312) 462-1500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$7K	—

Investments

13 pooled funds· $3.2M(58% 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.

			% of plan
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	$1.0M	18.0%
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	$368K	6.6%
T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	$323K	5.8%
T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$292K	5.2%
T. ROWE PRICE RTM 2025 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	$290K	5.2%
T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	$208K	3.7%
T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	$203K	3.6%
T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$201K	3.6%
T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$141K	2.5%
T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$93K	1.7%
T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	$54K	1.0%
T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	$51K	0.9%
T ROWE PRICE RTM 2065 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001	Common Collective Trust	$1K	<0.1%