How big is Bellmark Partners, LLC's plan?

Bellmark Partners, LLC's plan reported $3.0M in assets and 17 participants for 2025.

Original filing (PDF)20260324093847NAL0003842642001

Bellmark Partners, LLC

Name: Bellmark Partners, LLC — Bellmark Partners, LLC, Form 5500 (2025)
Creator: Bellmark Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bellmark Partners, LLC 401(k) Retirement Plan

401(k) retirement plan · Bellmark Partners, LLC's Bellmark Partners, LLC 401(k) Retirement Plan held $3.0M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Bellmark Partners, LLC's EIN is 26-4551043.

EIN 26-4551043

Plan number 001

Plan year 2025

ACK ID 20260324093847NAL0003842642001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bellmark Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bellmark Partners, 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 BELLMARK PARTNERS, LLC.

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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