Miranda Boyer signed Belnick, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belnick, Inc.'s EIN is 58-2654465.
Download the official 2024 Form 5500 (PDF) for Belnick, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belnick, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HA&W WEALTH MANAGEMENT LLC | 58-2484343 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.4M | 19.5% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2.3M | 18.6% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $969K | 7.9% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $899K | 7.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $841K | 6.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $814K | 6.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $748K | 6.1% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $657K | 5.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $486K | 4.0% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $482K | 3.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $372K | 3.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $263K | 2.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $190K | 1.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $176K | 1.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $132K | 1.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $130K | 1.1% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $112K | 0.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $89K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $68K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
