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Original filing (PDF)20251008152132NAL0003108835001
BEL USA, LLC
Form 5500
FILING_RECEIVED
BEL USA 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holding~172 bps in Sched C fees
Active participants
499
Accounts w/ balance
464
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY 500 INDEX" is 30% of plan.
- 172 bps in Schedule C fees — 231% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEL USA, LLC.
Plan sponsor
Name
BEL USA, LLC
EIN
65-0618692
Address
12610 NW 115 AVENUE · MEDLEY, FL · 33178
Phone
(786) 517-8750
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUND ONE ENTERPRISE HOLDINGS LLC | — | SMITHTOWN, NY | CONTRACT ADMIN | $825 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
19 direct securities· $1.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $440K | 30.2% | |
| T. ROWE PRICE TARGET 2035 I | — | — | — | $262K | 18.0% | |
| T. ROWE PRICE TARGET 2040 I | — | — | — | $156K | 10.7% | |
| T. ROWE PRICE TARGET 2050 I | — | — | — | $105K | 7.2% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $101K | 6.9% | |
| T. ROWE PRICE TARGET 2060 I | — | — | — | $59K | 4.1% | |
| T. ROWE PRICE TARGET 2030 I | — | — | — | $55K | 3.8% | |
| FIDELITY MID CAP INDEX | — | — | — | $53K | 3.7% | |
| T. ROWE PRICE TARGET 2055 I | — | — | — | $46K | 3.2% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $46K | 3.1% | |
| T. ROWE PRICE TARGET 2025 I | — | — | — | $32K | 2.2% | |
| T. ROWE PRICE TARGET 2045 I | — | — | — | $31K | 2.1% | |
| PGIM CORE BOND R6 | — | — | — | $27K | 1.8% | |
| PUTNAM LARGE CAP VALUE R6 | — | — | — | $15K | 1.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $12K | 0.8% | |
| T. ROWE PRICE TARGET 2020 I | — | — | — | $11K | 0.7% | |
| EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $3K | 0.2% | |
| T. ROWE PRICE TARGET 2015 I | — | — | — | $3K | 0.2% | |
| JANUS HENDERSON CONTRARIAN N | — | — | — | $2K | 0.2% |
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