Original filing (PDF)20250512123342NAL0016845729001

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT

Name: BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT — BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS 401(K), Form 5500 (2024)
Creator: BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT

Form 5500-SF

FILING_RECEIVED

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFITS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT.

Plan sponsor

Name

BELLINGRATH WEALTH MANAGEMENT & EMPLOYEE BENEFIT

EIN

26-4702819

Address

6065 MAGAZINE STREET · NEW ORLEANS, LA · 70118

Phone

(504) 593-6040

Industry

Finance & Insurancesee 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

2025-05-12

Pension benefit codes

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

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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