Kristin Patterson signed Belcan, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belcan, LLC's EIN is 31-1312684.
Download the official 2024 Form 5500 (PDF) for Belcan, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belcan, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $336K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LOCKTON RETIREME | — | ST. LOUIS, MO | CONSULTANT | $71K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE WATERHOUSE COOPERS | — | PHILADELPHIA, PA | ACCOUNTANT | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEATING, MUETHING & KLEKAMP PLL | 31-0570030 | — | OTHER | $156K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $61.3M | 20.4% | |
| WELLINGTON CIF II INTL QUALITY GROW WELLINGTON TRUST · EIN 04-6913417 / PN 167 | Common Collective Trust | — | — | $25.1M | 8.4% | |
| BLACKROCK LARGE CAP GROWTH EQUITY F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 86-1317740 / PN 001 | Common Collective Trust | — | — | $23.2M | 7.7% | |
| Fidelity US Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $21.0M | 7.0% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $18.9M | 6.3% | |
| Federated Capital Preservation Fund Class R6 Common/Collective Trust | Common Collective Trusts | — | — | $17.3M | 5.8% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $16.2M | 5.4% | |
| WELLINGTON CIFII INTL QL GR GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $13.5M | $15.8M | 5.3% | |
| US Fundamental Large Cap Growth Fund W Common/Collective Trust | Common Collective Trusts | — | — | $15.3M | 5.1% | |
| Fidelity Balanced K6 Fund Mutual Funds | Mutual Funds | — | — | $14.0M | 4.7% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Funds | Other securities | — | — | $12.3M | 4.1% | |
| PIMCO Total Return Institutional GM Mutual Funds | Mutual Funds | — | — | $11.4M | 3.8% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $9.4M | 3.1% | |
| Wellington CIF II International Quality Growth Common/Collective Trust | Common Collective Trusts | — | $8.3M | $9.3M | 3.1% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | $7.4M | $9.1M | 3.0% | |
| American Century Government Bond Fund R5 GM Mutual Funds | U.S. Treasuries | — | — | $9.1M | 3.0% | |
| Hartford Dividend & Growth Fund R6 GM Mutual Funds | Other securities | — | — | $8.8M | 2.9% | |
| US Fundamental Large Cap Growth Fund W GM Common/Collective Trust | Common Collective Trusts | — | $5.5M | $7.9M | 2.6% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Funds | Other securities | — | — | $7.1M | 2.4% | |
| Victory Sycamore Small Company Opportunity Fund R6 Mutual Funds | Common Stocks | — | — | $6.2M | 2.1% | |
| Hartford Dividend & Growth Fund R6 Mutual Funds | Other securities | — | — | $5.1M | 1.7% | |
| PIMCO Total Return Institutional Mutual Funds | Mutual Funds | — | — | $4.7M | 1.6% | |
| Invesco Developing Markets Fund R6 Mutual Funds | Mutual Funds | — | — | $4.5M | 1.5% | |
| John Hancock Disciplined Value Mid Cap R6 GM Mutual Funds | Other securities | — | — | $4.4M | 1.5% | |
| Cohen & Steers Realty Shares Z Mutual Funds | Other securities | — | — | $3.8M | 1.3% | |
| JPMorgan Mid Cap Growth Fund R6 GM Mutual Funds | Other securities | — | — | $3.5M | 1.2% | |
| Victory Sycamore Small Company Opportunity Fund R6 GM Mutual Funds | Common Stocks | — | — | $2.5M | 0.8% | |
| Eaton Vance Income Fund of Boston R6 Mutual Funds | Other securities | — | — | $2.5M | 0.8% | |
| LOAN FUND LOANS | Other securities | — | $1.9M | $1.9M | 0.6% | |
| * Notes receivable from participants, interest rates ranging from 4.25% to 9.50% Participant Loans | OTHER | — | — | $1.8M | 0.6% | |
| Federated Capital Preservation Fund Class R6 GM Common/Collective Trust | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| Principal Small Cap Growth R6 GM Mutual Funds | Other securities | — | — | $1.4M | 0.5% | |
| American Century Government Bond Fund R5 Mutual Funds | U.S. Treasuries | — | — | $1.4M | 0.5% | |
| Brokerage Accounts Self-directed brokerage accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $1.4M | 0.5% | |
| Fidelity Freedom Index 2035 Premier Mutual Funds | Mutual Funds | — | — | $1.4M | 0.5% | |
| Principal Small Cap Growth R6 Mutual Funds | Other securities | — | — | $1.3M | 0.4% | |
| Fidelity Freedom Index 2050 Premier Mutual Funds | Mutual Funds | — | — | $1.3M | 0.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.2M | $1.2M | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual Funds | Mutual Funds | — | — | $1.0M | 0.3% | |
| Fidelity Freedom Index 2045 Premier Mutual Funds | Mutual Funds | — | — | $1.0M | 0.3% | |
| Fidelity Freedom Index 2030 Premier Mutual Funds | Mutual Funds | — | — | $984K | 0.3% | |
| Fidelity Freedom Index 2040 Premier Mutual Funds | Mutual Funds | — | — | $924K | 0.3% | |
| Fidelity Freedom Index 2055 Premier Mutual Funds | Mutual Funds | — | — | $437K | 0.1% | |
| Fidelity Freedom Index 2060 Premier Mutual Funds | Mutual Funds | — | — | $337K | 0.1% | |
| Fidelity Freedom Index 2065 Premier Mutual Funds | Mutual Funds | — | — | $269K | <0.1% | |
| Fidelity Freedom Index 2020 Premier Mutual Funds | Mutual Funds | — | — | $236K | <0.1% | |
| PIMCO All Asset Fund Mutual Funds | Mutual Funds | — | — | $201K | <0.1% | |
| Fidelity Freedom Index 2025 Premier Mutual Funds | Mutual Funds | — | — | $193K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $182K | $182K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME 187 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Cash / Money Market | — | $72K | $72K | <0.1% |
