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Original filing (PDF)20251014135257NAL0002945937001
PROJECT BELLE LLC
Form 5500
FILING_RECEIVED
PROJECT BELLE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
57% in single holding
Active participants
75
Accounts w/ balance
129
Plan assets (EOY)
$739K
Net assets (EOY)
$739K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Admiral" is 57% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT BELLE LLC.
Plan sponsor
Name
PROJECT BELLE LLC
EIN
47-2162859
Address
209 10TH AVE S · SUITE 325 · NASHVILLE, TN · 37203
Phone
(508) 308-8485
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $734K(99% of reported assets)
Uncategorized
$666K
4 holdings
Mutual Funds
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Admiral | — | — | — | $415K | 56.1% | |
| Vanguard Short-Term Infl-Prot Sec Idx Admiral ** 581 Vanguard Total Intl Stock Index Admiral | — | — | — | $175K | 23.7% | |
| Vanguard Total Bond Market Index Fund | Mutual Funds | — | — | $67K | 9.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $49K | 6.7% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $27K | 3.6% |
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