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Original filing (PDF)20250924141658NAL0007661377001
BELT POWER, LLC
Form 5500
FILING_RECEIVED
BELT POWER, LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
372
Accounts w/ balance
420
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELT POWER, LLC.
Plan sponsor
Name
BELT POWER, LLC
EIN
26-0572271
Address
2197 CANTON RD STE 208 · MARIETTA, GA · 30066
Phone
(404) 419-3700
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $12K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $9K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $45.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.6M
32 holdings
Pooled Separate Account
$22.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22.4M | 95.0% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $2.3M | 9.9% | |
| Voya Index Solution 2055 P Z Registered Investment Company | — | — | — | $2.1M | 8.9% | |
| (Held at End of Year) BELT POWER LLC 401(K) PLAN EIN#26-0572271 Plan# 001 * Voya Index Solution 2030 P Z Registered Investment Company | — | — | — | $2.0M | 8.6% | |
| Voya Index Solution 2035 P Z Registered Investment Company | — | — | — | $1.9M | 8.0% | |
| Voya Index Solution 2025 P Z Registered Investment Company | — | — | — | $1.7M | 7.3% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $1.7M | 7.2% | |
| Voya Index Solution 2040 P Z Registered Investment Company | — | — | — | $1.4M | 6.0% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $1.3M | 5.4% | |
| Fidelity Lg Cp Grw Id Fd Registered Investment Company | — | — | — | $1.2M | 5.2% | |
| Voya Index Solution 2045 P Z Registered Investment Company | — | — | — | $1.0M | 4.4% | |
| Voya Index Solution 2050 P Z Registered Investment Company | — | — | — | $947K | 4.0% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $887K | 3.8% | |
| Vangrd Value Index Fund Adm Registered Investment Company | — | — | — | $833K | 3.5% | |
| Voya Index Solution 2060 P Z Registered Investment Company | — | — | — | $736K | 3.1% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $557K | 2.4% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $553K | 2.3% | |
| Voya Index Solution 2065 P Z Registered Investment Company | — | — | — | $321K | 1.4% | |
| LOAN FUND Participant Loans - Rates 3.25% to 9.50% | — | — | — | $289K | 1.2% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $271K | 1.2% | |
| party date,rate of interest, collateral, par, or maturity date DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $242K | 1.0% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | — | — | — | $235K | 1.0% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $186K | 0.8% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $166K | 0.7% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $162K | 0.7% | |
| Voya Index Solution Inc P Z Registered Investment Company | — | — | — | $146K | 0.6% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $90K | 0.4% | |
| Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $67K | 0.3% | |
| Franklin Sm Cap Growth Fnd R6 Registered Investment Company | — | — | — | $62K | 0.3% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company | — | — | — | $42K | 0.2% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $39K | 0.2% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | — | — | — | $13K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $1K | <0.1% |