Jessica Franco signed BEL USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BEL USA, LLC's EIN is 65-0618692.
Download the official 2024 Form 5500 (PDF) for BEL USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BEL USA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUND ONE ENTERPRISE HOLDINGS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $440K | 30.2% | |
| T. ROWE PRICE TARGET 2035 I | Other securities | — | — | $262K | 18.0% | |
| T. ROWE PRICE TARGET 2040 I | Other securities | — | — | $156K | 10.7% | |
| T. ROWE PRICE TARGET 2050 I | Other securities | — | — | $105K | 7.2% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $101K | 6.9% | |
| T. ROWE PRICE TARGET 2060 I | Other securities | — | — | $59K | 4.1% | |
| T. ROWE PRICE TARGET 2030 I | Other securities | — | — | $55K | 3.8% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $53K | 3.7% | |
| T. ROWE PRICE TARGET 2055 I | Other securities | — | — | $46K | 3.2% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $46K | 3.1% | |
| T. ROWE PRICE TARGET 2025 I | Other securities | — | — | $32K | 2.2% | |
| T. ROWE PRICE TARGET 2045 I | Other securities | — | — | $31K | 2.1% | |
| PGIM CORE BOND R6 | Other securities | — | — | $27K | 1.8% | |
| PUTNAM LARGE CAP VALUE R6 | Mutual Funds | — | — | $15K | 1.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $12K | 0.8% | |
| T. ROWE PRICE TARGET 2020 I | Other securities | — | — | $11K | 0.7% | |
| EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $3K | 0.2% | |
| T. ROWE PRICE TARGET 2015 I | Other securities | — | — | $3K | 0.2% | |
| JANUS HENDERSON CONTRARIAN N | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SMITHTOWN, NY |
| CONTRACT ADMIN |
| $825 |
| — |
