Original filing (PDF)20241015151946NAL0030141425001

BELLROCK BRANDS INC

Name: BELLROCK BRANDS INC — BELLROCK BRANDS 401(K) PLAN, Form 5500 (2023)
Creator: BELLROCK BRANDS INC

Form 5500

FILING_RECEIVED

BELLROCK BRANDS 401(K) PLAN

401(k) retirement plan

Signals · 1

~88 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLROCK BRANDS INC.

Plan sponsor

Name

BELLROCK BRANDS INC

EIN

46-5656216

Address

4880 HAVANA STREET · SUITE 300-S · DENVER, CO · 80239

Phone

(855) 420-6334

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	SAN RAFAEL, CA	INVESTMENT ADVISOR	$7K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL CAPITAL SERVICE LLC	23-3038464	PHILADELPHIA, PA	CONTRACT ADMINISTRATOR	$4K	—

Investments

1 pooled fund· $0(0% 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.

Investment	Type	Current value	% of plan
STANDARD STABLE ASSET 2 STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 001	Common Collective Trust	$0	<0.1%

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