Original filing (PDF)20250416220524NAL0000125987015

BELFORT ASSETS LLC

Name: BELFORT ASSETS LLC — BELFORT ASSETS LLC 401(K) PLAN, Form 5500 (2024)
Creator: BELFORT ASSETS LLC

Form 5500-SF

FILING_RECEIVED

BELFORT ASSETS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELFORT ASSETS LLC.

Plan sponsor

Name

BELFORT ASSETS LLC

EIN

27-0529567

Address

8333 DOUGLAS AVE STE 320 · DALLAS, TX · 75225

Phone

(214) 244-5974

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