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Original filing (PDF)20251003132119NAL0002365536001
BELLO MACHRE, INC
Form 5500
FILING_RECEIVED
BELLO MACHRE, INC 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
574
Accounts w/ balance
216
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLO MACHRE, INC.
Plan sponsor
Name
BELLO MACHRE, INC
EIN
52-0915574
Address
7765 FREETOWN ROAD · GLEN BURNIE, MD · 21060
Phone
(443) 702-3058
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
MULLEN, SONDBERG, WIMBISH & STONE,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $4K | — |
Investments
27 direct securities· $2.2M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $431K | 16.2% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $243K | 9.1% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $198K | 7.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $192K | 7.2% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $169K | 6.4% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $150K | 5.6% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $140K | 5.3% | |
| BlackRock Liquidity T-Fund Premier BlackRock 0 | — | — | — | $127K | 4.8% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $98K | 3.7% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $68K | 2.6% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $59K | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $47K | 1.8% | |
| Baird Short-Term Bond Inst Baird 0 | — | — | — | $46K | 1.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $46K | 1.7% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $40K | 1.5% | |
| ClearBridge Appreciation IS Legg Mason 0 | — | — | — | $35K | 1.3% | |
| JHancock Disciplined Value R6 John Hancock 0 | — | — | — | $27K | 1.0% | |
| MFS Research International R6 MFS 0 805 Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $27K | 1.0% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $19K | 0.7% | |
| BNY Mellon Research Growth Y BNY Mellon 0 | — | — | — | $16K | 0.6% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $14K | 0.5% | |
| American Century Infl-Adj Bond R6 American Century 0 | — | — | — | $11K | 0.4% | |
| Nuveen Small Cap Value R6 Nuveen 0 154 Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $10K | 0.4% | |
| Loomis Sayles Global Bond Fund N Loomis Sayles 0 | — | — | — | $6K | 0.2% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $5K | 0.2% | |
| Cohen & Steers Global Realty Shares Z Cohen & Steers 0 | — | — | — | $5K | 0.2% | |
| Western Asset Core Bond IS Legg Mason 0 | — | — | — | $2K | <0.1% |
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