Rolando Rivera signed Bella International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bella International, LLC's EIN is 66-0257653.
Download the official 2024 Form 5500 (PDF) for Bella International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bella International, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUST & RECORDKEEPING FEE | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POPULAR SECURITIES, INC. | 66-0374802 | — | INV. CONSULTING | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 R Mutual Funds -103985.445 Shares | Mutual Funds | — | $104K | $2.6M | 13.8% | |
| T Rowe Price Retirement 2045 Fund Mutual Funds -111210.149 Shares | Mutual Funds | — | $111K | $2.4M | 12.8% | |
| T Rowe Price Retirement 2050 R Mutual Funds -118251.968 Shares | Mutual Funds | — | $118K | $2.2M | 11.6% | |
| T Rowe Price Retirement 2040 R Mutual Funds -66941.649 Shares | Mutual Funds | — | $67K | $2.0M | 10.6% | |
| T Rowe Price Retirement 2055 Mutual Funds -97851.603 Shares | Mutual Funds | — | $98K | $1.9M | 10.1% | |
| T Rowe PR Retirement 2060-R Mutual Funds -84357.406 Shares | Other securities | — | $84K | $1.4M | 7.3% | |
| T. Rowe Price Growth Stock R Mutual Funds -11630.842 Shares | Other securities | — | $12K | $1.1M | 5.9% | |
| T Rowe Price Retirement 2035 R Mutual Funds -53626.5 Shares | Mutual Funds | — | $54K | $1.1M | 5.8% | |
| Invesco Van Kampen Growth & Income Mutual Funds -39101.888 Shares | Mutual Funds | — | $39K | $837K | 4.4% | |
| Blackrock Total Return-R Fixed Income -81063.899 Shares | Other securities | — | $81K | $789K | 4.2% | |
| Columbia Mid Cap Index-A Mutual Funds -48771.422 Shares | Other securities | — | $49K | $713K | 3.8% | |
| Delaware Small Cap Core-R Mutual Funds -25308.496 Shares | Other securities | — | $25K | $710K | 3.8% | |
| American Funds Europacific Gr R3 Mutual Funds -9227.117 Shares | Mutual Funds | — | $9K | $481K | 2.6% | |
| T Rowe Price Retirement 2015 Fund Mutual Funds -27255.65 Shares | Mutual Funds | — | $27K | $336K | 1.8% | |
| T Rowe Price Retirement 2025 R Mutual Funds -8838.556 Shares | Mutual Funds | — | $9K | $142K | 0.8% | |
| Federated Trust for US Treasury Obl Money Market - 129,054.730 Shares | U.S. Treasuries | — | $129K | $129K | 0.7% | |
| BPPR Bank Deposit Open Account Interest Earning Deposit - 14,612.780 Shares | Other securities | — | $15K | $15K | <0.1% | |
| CASH Non Interest Earnings | Cash / Money Market | — | — | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2010 R Mutual Funds -106.351 Shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
