Kristen Turner signed BELZ Hotel Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BELZ Hotel Group, LLC's EIN is 62-1625494.
Download the official 2024 Form 5500 (PDF) for BELZ Hotel Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BELZ Hotel Group, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.7M | 85.4% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $1.1M | 12.6% | |
| Victory Sycamore Small Company Opportunity Fund ** 738 * Voya Fixed Account | Common Stocks | — | — | $677K | 7.5% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | — | $654K | 7.3% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $617K | 6.9% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | — | $605K | 6.7% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | — | $591K | 6.6% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | — | $547K | 6.1% | |
| Voya Fixed Account (4450) | Other securities | — | — | $435K | 4.8% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | — | $422K | 4.7% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | — | $387K | 4.3% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | — | $312K | 3.5% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | — | $266K | 3.0% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $265K | 2.9% | |
| American Funds New Prspctv R6 | Mutual Funds | — | — | $222K | 2.5% | |
| MFS Intl Diversification Fd R6 | Mutual Funds | — | — | $193K | 2.1% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $188K | 2.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares | Other securities | — | — | $183K | 2.0% | |
| Vanguard Small-Cap Index Fnd Adm | Mutual Funds | — | — | $168K | 1.9% | |
| PGIM Global Total Return Fd R6 | Other securities | — | — | $139K | 1.5% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $135K | 1.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $127K | 1.4% | |
| Putnam Small Cap Growth Fnd R6 ** - T. Rowe Price Retirement 2005 Fund I ** 334 T. Rowe Price Retirement 2010 Fund I | Mutual Funds | — | — | $119K | 1.3% | |
| Vanguard Infl-Prt Secs Fund Adm | Mutual Funds | — | — | $66K | 0.7% | |
| PGIM Total Return Bond Fd R6 | Other securities | — | — | $62K | 0.7% | |
| Principal Real Estate Sec F R6 | Other securities | — | — | $51K | 0.6% | |
| Participant loans Interest rate from 5.25% to 10.50% $ - | Bonds / Notes | — | — | $50K | 0.6% | |
| CLRBrg Apprec Find IS | Other securities | — | — | $45K | 0.5% | |
| Vanguard Int-Trm Bd Indx Fd Adm | Mutual Funds | — | — | $42K | 0.5% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $35K | 0.4% | |
| First Eagle Global Fund R6 | Other securities | — | — | $32K | 0.4% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | — | $24K | 0.3% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $16K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $16K | 0.2% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | Other securities | — | — | $6K | <0.1% | |
| Vanguard Dividend Growth Fd Adm ** 401 Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
