Kristin Patterson signed Belcan Services Group, Ltd. Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belcan Services Group, Ltd. Partnership's EIN is 31-1312685.
Download the official 2024 Form 5500 (PDF) for Belcan Services Group, Ltd. Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belcan Services Group, Ltd. Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE WATERHOUSE COMPANY | 13-4008324 | — | AUDITORS | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES COR | 36-3400965 | — | INVESTMENT SERVICES | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds New Perspective R6 Mutual Funds | Mutual Funds | — | — | $2.9M | 14.9% | |
| Federated Hermes MDT Large Cap Growth Institutional Shares Mutual Funds | Other securities | — | — | $2.5M | 12.9% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Funds | Mutual Funds | — | — | $2.3M | 12.1% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $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 | Other securities | — | — | $1.5M | 7.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $1.2M | 6.1% | |
| Brokerage Accounts Self-directed brokerage accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $721K | 3.8% | |
| Thornburg Better World International Fund Class I Mutual Funds | Other securities | — | — | $699K | 3.7% | |
| Registered Investment Companies - Mutual Funds America Century ShDur Infl Prot Bd R6 | Mutual Funds | — | — | $493K | 2.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $397K | 2.1% | |
| Victory Sycamore Established Value R6 Mutual Funds | Other securities | — | — | $338K | 1.8% | |
| Oberweis Small-Cap Opportunities Fund Institutional Class Mutual Funds | Other securities | — | — | $334K | 1.8% | |
| Dodge & Cox Income Fund Class I Mutual Funds | Mutual Funds | — | — | $329K | 1.7% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $312K | 1.6% | |
| Federated Hermes MDT Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $273K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $247K | 1.3% | |
| Madison Mid Cap R6 Mutual Funds | Other securities | — | — | $215K | 1.1% | |
| Columbia Small Cap Value Discovery Fund Institutional 3 Class Mutual Funds | Other securities | — | — | $204K | 1.1% | |
| BlackRock Advantage Small Cap Core K Mutual Funds | Other securities | — | — | $193K | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $107K | 0.6% | |
| Citibank N.A. Cash | Cash / Money Market | — | — | $95K | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $93K | 0.5% | |
| Hilltop Securities Inc. Truist Bank | Common Stocks | — | — | $85K | 0.4% | |
| Hilltop Securities Inc. Amazon | Common Stocks | — | — | $79K | 0.4% | |
| Hilltop Securities Inc. NIO Inc. ** 218 Hilltop Securities Inc. Nvidia Corp | Common Stocks | — | — | $60K | 0.3% | |
| Hilltop Securities Inc. Annaly Capital ** 256 Hilltop Securities Inc. Apple | Common Stocks | — | — | $50K | 0.3% | |
| Centennial Bank Cash | Cash / Money Market | — | — | $31K | 0.2% | |
| PGIM US Real Estate R6 Mutual Funds | Other securities | — | — | $29K | 0.2% | |
| Hilltop Securities Inc. Super Micro Computer Inc. | Common Stocks | — | $20K | $24K | 0.1% | |
| Hilltop Securities Inc. Ford Motor Co. | Common Stocks | — | — | $20K | 0.1% | |
| Hilltop Securities Inc. Rivian Automotive Inc | Common Stocks | — | — | $16K | <0.1% | |
| Registered Investment Companies - Equities Hilltop Securities Inc. Advanced Micro Devices Inc | Common Stocks | — | — | $14K | <0.1% | |
| Hilltop Securities Inc. Boeing | Common Stocks | — | — | $13K | <0.1% | |
| Hilltop Securities Inc. Coterra Energy Inc | Common Stocks | — | — | $13K | <0.1% | |
| Hilltop Securities Inc. Tanger Inc | Common Stocks | — | — | $12K | <0.1% | |
| Hilltop Securities Inc. Aspen Aerogels Inc ** 891 Hilltop Securities Inc. Axon Enterprise Inc | Common Stocks | — | — | $12K | <0.1% | |
| Hilltop Securities Inc. Rambus Inc | Common Stocks | — | — | $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 | Common Stocks | — | — | $9K | <0.1% | |
| Hilltop Securities Inc. Roku Inc. Com CL A ** 743 Hilltop Securities Inc. RTX Corporation | Common Stocks | — | — | $9K | <0.1% | |
| Hilltop Securities Inc. Microsoft | Common Stocks | — | — | $8K | <0.1% | |
| Hilltop Securities Inc. SPDR Gold ** 242 Hilltop Securities Inc. Grayscale Bitcoin Mini TR ETF SHS New | Common Stocks | — | — | $6K | <0.1% | |
| Hilltop Securities Inc. Materialise ** 387 Hilltop Securities Inc. Meta Platforms Inc/Facebook Inc | Common Stocks | — | — | $6K | <0.1% | |
| Hilltop Securities Inc. Realty Income Corp | Common Stocks | — | — | $5K | <0.1% | |
| Hilltop Securities Inc. PTC Inc | Common Stocks | — | — | $5K | <0.1% | |
| Hilltop Securities Inc. Telesis Bio Inc ** 11 Hilltop Securities Inc. Teradyne Inc | Common Stocks | — | — | $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 | Common Stocks | — | — | $4K | <0.1% | |
| Hilltop Securities Inc. Revolve Group Inc | Common Stocks | — | — | $3K | <0.1% |
