How big is Belfort Assets LLC's plan?

Belfort Assets LLC's plan reported $290K in assets and 4 participants for 2025.

Original filing (PDF)20260423220642NAL0002763251009

Belfort Assets LLC

Name: Belfort Assets LLC — Belfort Assets LLC 401(k) Plan, Form 5500 (2025)
Creator: Belfort Assets LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belfort Assets LLC 401(k) Plan

401(k) retirement plan · Belfort Assets LLC's Belfort Assets LLC 401(k) Plan held $290K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

People on this filing

Elantha Barry signed Belfort Assets LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Belfort Assets LLC's EIN is 27-0529567.

EIN 27-0529567

Plan number 001

Plan year 2025

ACK ID 20260423220642NAL0002763251009

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Belfort Assets LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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