WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
23
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
94
/ 100
Grade A
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
78
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM J. & KATHLEEN E. BELLAMY.
Plan sponsor
Name
WILLIAM J. & KATHLEEN E. BELLAMY
EIN
41-1535240
Address
1324 E 1ST STREET · DULUTH, MN · 55805
Phone
(218) 724-1332
Industry
Offices of Dentists· Health Care & Social Assistancesee all
