How big is Bella Terra Realty Holdings LLC's plan?

Bella Terra Realty Holdings LLC's plan reported $105K in assets and 3 participants for 2022.

Original filing (PDF)20231006083359NAL0045706930001

Bella Terra Realty Holdings LLC

Name: Bella Terra Realty Holdings LLC — Bella Terra Realty, Form 5500 (2022)
Creator: Bella Terra Realty Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bella Terra Realty Holdings LLC Retirement Plan

401(k) retirement plan · Bella Terra Realty Holdings LLC's Bella Terra Realty Holdings LLC Retirement Plan held $105K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

TARA Merrihew signed Bella Terra Realty Holdings LLC's 2022 Form 5500 as plan administrator.

TARA Merrihew — 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

Bella Terra Realty Holdings LLC's EIN is 27-1400429.

EIN 27-1400429

Plan number 001

Plan year 2022

ACK ID 20231006083359NAL0045706930001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bella Terra Realty Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bella Terra Realty Holdings 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 BELLA TERRA REALTY HOLDINGS LLC.

Finding similar companies…

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 (99th percentile).

Plan sponsor

Name

BELLA TERRA REALTY HOLDINGS LLC

EIN

all filings

Address

101 VIA BELLA TERRA · FOLEY, AL · 36535

Phone

(251) 424-1127

Industry

Real Estate

Plan administrator