Original filing (PDF)20250512123342NAL0016845729001

Bellingrath Wealth Management & Employee Benefit

Name: Bellingrath Wealth Management & Employee Benefit — Form 5500 Plan 001 (2024)
Creator: Bellingrath Wealth Management & Employee Benefit
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bellingrath Wealth Management & Employee Benefits 401(k)

401(k) retirement plan · Bellingrath Wealth Management & Employee Benefit's Bellingrath Wealth Management & Employee Benefits 401(k) held $658K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

Plan identifiers

Bellingrath Wealth Management & Employee Benefit's EIN is 26-4702819.

EIN 26-4702819

Plan number 001

Plan year 2024

ACK ID 20250512123342NAL0016845729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellingrath Wealth Management & Employee Benefit from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellingrath Wealth Management & Employee Benefit's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT.

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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 (89th percentile).

Plan sponsor

Name

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT

EIN

all filings

Address

6065 MAGAZINE STREET · NEW ORLEANS, LA · 70118

Phone

(504) 593-6040

Industry

Finance & Insurance

Plan administrator