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Original filing (PDF)20251014165807NAL0001707075001
BELCAN SERVICES GROUP, LTD. PARTNERSHIP
Form 5500
FILING_RECEIVED
BELCAN SERVICES GROUP LIMITED PARTNERSHIP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,686
Accounts w/ balance
276
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELCAN SERVICES GROUP, LTD. PARTNERSHIP.
Plan sponsor
Name
BELCAN SERVICES GROUP, LTD. PARTNERSHIP
EIN
31-1312685
Address
10151 CARVER RD · BLUE ASH, OH · 45242
Phone
(513) 891-0972
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICE WATERHOUSE COOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPER | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE WATERHOUSE COMPANY | 13-4008324 | — | AUDITORS | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES COR | 36-3400965 | — | INVESTMENT SERVICES | $17K | — |
Investments
62 direct securities · 1 pooled fund· $19.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.7M
60 holdings
Common Collective Trust
$1.5M
1 holding
Mutual Funds
$493K
1 holding
OTHER
$127K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds New Perspective R6 Mutual Funds | — | — | — | $2.9M | 14.9% | |
| Federated Hermes MDT Large Cap Growth Institutional Shares Mutual Funds | — | — | — | $2.5M | 12.9% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Funds | — | — | — | $2.3M | 12.1% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Funds | — | — | — | $2.1M | 11.2% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 094 | Common Collective Trust | — | — | $1.5M | 8.1% | |
| BNY Mellon Appreciation Y Mutual Funds | — | — | — | $1.5M | 7.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Funds | — | — | — | $1.2M | 6.1% | |
| Brokerage Accounts Self-directed brokerage accounts Brokerage Accounts | — | — | — | $721K | 3.8% | |
| Thornburg Better World International Fund Class I Mutual Funds | — | — | — | $699K | 3.7% | |
| American Century Short Duration Inflation Protection Bond Fund R6 Mutual Funds | Mutual Funds | — | — | $493K | 2.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Funds | — | — | — | $397K | 2.1% | |
| Victory Sycamore Established Value R6 Mutual Funds | — | — | — | $338K | 1.8% | |
| Oberweis Small-Cap Opportunities Fund Institutional Class Mutual Funds | — | — | — | $334K | 1.8% | |
| Dodge & Cox Income Fund Class I Mutual Funds | — | — | — | $329K | 1.7% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Funds | — | — | — | $312K | 1.6% | |
| Federated Hermes MDT Mid Cap Growth R6 Mutual Funds | — | — | — | $273K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Funds | — | — | — | $247K | 1.3% | |
| Madison Mid Cap R6 Mutual Funds | — | — | — | $215K | 1.1% | |
| Columbia Small Cap Value Discovery Fund Institutional 3 Class Mutual Funds | — | — | — | $204K | 1.1% | |
| BlackRock Advantage Small Cap Core K Mutual Funds | — | — | — | $193K | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Funds | — | — | — | $143K | 0.7% | |
| * Notes receivable from participants, interest rates ranging from 4.25% to 9.50% Participant Loans | OTHER | — | — | $127K | 0.7% | |
| Hilltop Securities Inc. Tesla Inc | — | — | — | $107K | 0.6% | |
| Citibank N.A. Cash | — | — | — | $95K | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Funds | — | — | — | $93K | 0.5% | |
| Hilltop Securities Inc. Truist Bank | — | — | — | $85K | 0.4% | |
| Hilltop Securities Inc. Amazon | — | — | — | $79K | 0.4% | |
| Hilltop Securities Inc. NIO Inc. ** 218 Hilltop Securities Inc. Nvidia Corp | — | — | — | $60K | 0.3% | |
| Hilltop Securities Inc. Annaly Capital ** 256 Hilltop Securities Inc. Apple | — | — | — | $50K | 0.3% | |
| Centennial Bank Cash | — | — | — | $31K | 0.2% | |
| PGIM US Real Estate R6 Mutual Funds | — | — | — | $29K | 0.2% | |
| Hilltop Securities Inc. Super Micro Computer Inc. | — | — | $20K | $24K | 0.1% | |
| Hilltop Securities Inc. Ford Motor Co. | — | — | — | $20K | 0.1% | |
| Hilltop Securities Inc. Rivian Automotive Inc | — | — | — | $16K | <0.1% | |
| Registered Investment Companies - Equities Hilltop Securities Inc. Advanced Micro Devices Inc | — | — | — | $14K | <0.1% | |
| party interest, collateral, par, or maturity value Cost Current Value Interest-Bearing Cash * Hilltop Securities Inc. TriState Capital Bank | — | — | — | $14K | <0.1% | |
| Hilltop Securities Inc. Boeing | — | — | — | $13K | <0.1% | |
| Hilltop Securities Inc. Coterra Energy Inc | — | — | — | $13K | <0.1% | |
| Hilltop Securities Inc. Tanger Inc | — | — | — | $12K | <0.1% | |
| Hilltop Securities Inc. Aspen Aerogels Inc ** 891 Hilltop Securities Inc. Axon Enterprise Inc | — | — | — | $12K | <0.1% | |
| Hilltop Securities Inc. Rambus Inc | — | — | — | $11K | <0.1% | |
| Hilltop Securities Inc. Grayscale Bitcoin Trust ETF ** 712 Hilltop Securities Inc. Ivessco DB US DLR Index TR Bullish FD ** 29 Hilltop Securities Inc. Lifeist Wellness Inc/Namaste Technologies ** 3 Hilltop Securities Inc. Lucid Group Inc | — | — | — | $9K | <0.1% | |
| Hilltop Securities Inc. Roku Inc. Com CL A ** 743 Hilltop Securities Inc. RTX Corporation | — | — | — | $9K | <0.1% | |
| Hilltop Securities Inc. Microsoft | — | — | — | $8K | <0.1% | |
| Hilltop Securities Inc. SPDR Gold ** 242 Hilltop Securities Inc. Grayscale Bitcoin Mini TR ETF SHS New | — | — | — | $6K | <0.1% | |
| Hilltop Securities Inc. Materialise ** 387 Hilltop Securities Inc. Meta Platforms Inc/Facebook Inc | — | — | — | $6K | <0.1% | |
| Hilltop Securities Inc. Realty Income Corp | — | — | — | $5K | <0.1% | |
| Hilltop Securities Inc. PTC Inc | — | — | — | $5K | <0.1% | |
| Hilltop Securities Inc. Telesis Bio Inc ** 11 Hilltop Securities Inc. Teradyne Inc | — | — | — | $4K | <0.1% | |
| Hilltop Securities Inc. Wayfair Inc - Class A ** 886 Hilltop Securities Inc. Workhorse Group Inc ** 9 Hilltop Securities Inc. Zillow Group Inc - Class A | — | — | — | $4K | <0.1% | |
| party interest, collateral, par, or maturity value Cost Current Value Hilltop Securities Inc. Enphase Energy Inc | — | — | — | $3K | <0.1% | |
| Hilltop Securities Inc. Revolve Group Inc | — | — | — | $3K | <0.1% | |
| Hilltop Securities Inc. US Steel ** 34 Hilltop Securities Inc. Stmicroelectronics N V | — | — | — | $3K | <0.1% | |
| Hilltop Securities Inc. Digital Reality Trust Inc (REITS) | — | — | — | $3K | <0.1% | |
| Note: This schedule includes those assets required to be reported under ERISA Section 2520.103-11 and | — | — | — | $3K | <0.1% | |
| Hilltop Securities Inc. Dream Finders Homes Inc | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. Unity Software Inc | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. Evolus Inc | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. Crispr Therapeutics AG | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. Bank of America ** 44 Hilltop Securities Inc. Biodesix Inc ** 765 Hilltop Securities Inc. Block Inc/Square Inc | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. CBL & Assoc ** 382 Hilltop Securities Inc. Chargepoint Holdings Inc. ** 535 Hilltop Securities Inc. Chemours Co | — | — | — | $2K | <0.1% | |
| Hilltop Securities Inc. C3 AI Inc | — | — | — | $1K | <0.1% | |
| Hilltop Securities Inc. Terawulf Inc | — | — | — | $1K | <0.1% |
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