How big is Bellmar Investments' plan?

Bellmar Investments' plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250620131148NAL0002346787001

Bellmar Investments

Name: Bellmar Investments — Bellmar Investments 401(k), Form 5500 (2024)
Creator: Bellmar Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bellmar Investments 401(k) Plan

401(k) retirement plan · Bellmar Investments' Bellmar Investments 401(k) Plan held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeffrey Bell signed Bellmar Investments' 2024 Form 5500 as plan administrator.

Jeffrey Bell — 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

Bellmar Investments' EIN is 22-3437434.

EIN 22-3437434

Plan number 001

Plan year 2024

ACK ID 20250620131148NAL0002346787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellmar Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellmar Investments' 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 BELLMAR INVESTMENTS.

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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 (88th percentile).

Plan sponsor

Name

BELLMAR INVESTMENTS

EIN

all filings

Address

5 NORTH OLNEY AVE, SUITE 100A · CHERRY HILL, NJ · 08003

Phone

(856) 616-9566

Industry

Retail Trade

Plan administrator