How big is Bellese Technologies, LLC's plan?

Bellese Technologies, LLC's plan reported $7.7M in assets and 123 participants for 2024.

Original filing (PDF)20251014141630NAL0003134193001

Bellese Technologies, LLC

Name: Bellese Technologies, LLC — Bellese Technologies, Form 5500 (2024)
Creator: Bellese Technologies, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bellese Technologies, LLC 401(k) Plan

401(k) retirement plan · Bellese Technologies, LLC's Bellese Technologies, LLC 401(k) Plan held $7.7M in plan assets for 123 participants in 2024.

Active participants

123

Accounts w/ balance

176

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Curtis Mejeur signed Bellese Technologies, LLC's 2024 Form 5500 as plan administrator.

Curtis Mejeur — 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

Bellese Technologies, LLC's EIN is 26-4310124.

EIN 26-4310124

Plan number 001

Plan year 2024

ACK ID 20251014141630NAL0003134193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellese Technologies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellese Technologies, LLC's 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 BELLESE TECHNOLOGIES, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

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

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

BELLESE TECHNOLOGIES, LLC

EIN

all filings

Address

10451 MILL RUN CIRCLE · SUITE 400 · OWINGS MILLS, MD · 21117

Phone

(410) 486-6800

Industry

Professional & Technical Services

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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities· $7.7M(99% of reported assets)

Other securities

$4.5M

16 holdings

Common Collective Trusts

$2.3M

8 holdings

Mutual Funds

$834K

7 holdings

Cash / Money Market

$65K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$1.3M	17.2%
Voya Index Solution 2055 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$1.1M	14.3%
Voya Index Solution 2050 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$716K	9.3%
Voya Index Solution 2040 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$639K	8.3%
Voya Index Solution 2060 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$587K	7.6%
Voya Index Solution 2035 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$562K	7.3%
Voya Index Solution 2045 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$412K	5.3%
Vanguard Total International Stock Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$315K	4.1%
American Funds AMCAP Fund R6 Interest in registered investment companies xx	Mutual Funds	—	—	$299K	3.9%
Vanguard Mid-Cap Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$234K	3.0%
American Funds Washington Mutual Fund R6 Interest in registered investment companies xx	Mutual Funds	—	—	$193K	2.5%
Vanguard Small-Cap Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$184K	2.4%
American Funds New Perspective Fund R6 Interest in registered investment companies xx	Mutual Funds	—	—	$124K	1.6%
Voya Fixed Account Interest in guaranteed investment account xx	Other securities	—	—	$107K	1.4%
JPMorgan Equity Income Fund R6 Interest in registered investment companies xx	Other securities	—	—	$107K	1.4%
Vanguard Emerging Markets Stock Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$103K	1.3%
maturing through August 2039 -	Other securities	—	—	$81K	1.1%
DFA Global Real Estate Securities Portfolio Institutional Fund Interest in registered investment companies xx	Mutual Funds	—	—	$77K	1.0%
DFA Inflation-Protected Securities Portfolio Institutional Fund Interest in registered investment companies xx	Mutual Funds	—	—	$74K	1.0%
Voya Government Money Market Fund Interest in registered investment companies xx 811 * Voya Index Solution 2030 Portfolio Z Interest in registered investment companies xx	Cash / Money Market	—	—	$65K	0.8%
Voya Intermediate Bond Fund R6 Interest in registered investment companies xx	Other securities	—	—	$58K	0.7%
Neuberger Berman MidCap Growth Fund R6 Interest in registered investment companies xx	Other securities	—	—	$55K	0.7%
Vanguard Balanced Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$42K	0.6%
DFA US Targeted Value l Portfolio Institutional Fund Interest in registered investment companies xx	Mutual Funds	—	—	$39K	0.5%
PGIM High Yield Fund R6 Interest in registered investment companies xx	Other securities	—	—	$34K	0.4%
Vanguard FTSE Social Index Fund Admiral Interest in registered investment companies xx	Common Collective Trusts	—	—	$29K	0.4%
MFS Mid Cap Value Fund Class R6 Interest in registered investment companies xx	Mutual Funds	—	—	$29K	0.4%
Calvert International Responsive Index Fund R6 Interest in registered investment companies xx	Common Collective Trusts	—	—	$26K	0.3%
Voya Index Solution Income Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$21K	0.3%
ClearBridge Small Cap Growth Fund Class A Interest in registered investment companies xx	Other securities	—	—	$16K	0.2%
AB Global Bond Fund Z Interest in registered investment companies xx	Other securities	—	—	$13K	0.2%
Voya Index Solution 2065 Portfolio Z Interest in registered investment companies xx	Other securities	—	—	$4K	<0.1%