How big is Belle Tress' plan?

Belle Tress' plan reported $470K in assets and 6 participants for 2024.

Original filing (PDF)20251010134614NAL0004671987001

Belle Tress

Name: Belle Tress — Belle Tress Profit Sharing Plan, Form 5500 (2024)
Creator: Belle Tress
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belle Tress Profit Sharing Plan

Defined-contribution retirement plan · Belle Tress' Belle Tress Profit Sharing Plan held $470K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

Plan identifiers

Belle Tress' EIN is 27-2098938.

EIN 27-2098938

Plan number 001

Plan year 2024

ACK ID 20251010134614NAL0004671987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belle Tress from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Belle Tress' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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.

Plan sponsor

Name

BELLE TRESS

EIN

all filings

Address

31111 VIA COLINAS · #201 · WESTLAKE VILLAGE, CA · 91362

Phone

(818) 523-9274

Industry

Other Services (ex. Public Admin)

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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