How big is R. W. Bellman Group, Inc.'s plan?

R. W. Bellman Group, Inc.'s plan reported $139K in assets and 9 participants for 2023.

Original filing (PDF)20250424124808NAL0007373793001

R. W. Bellman Group, Inc.

Name: R. W. Bellman Group, Inc. — R. W. Bellman Group, Form 5500 (2023)
Creator: R. W. Bellman Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R. W. Bellman Group, Inc. 401(k) Plan

401(k) retirement plan · R. W. Bellman Group, Inc.'s R. W. Bellman Group, Inc. 401(k) Plan held $139K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

Plan identifiers

R. W. Bellman Group, Inc.'s EIN is 82-1547404.

EIN 82-1547404

Plan number 001

Plan year 2023

ACK ID 20250424124808NAL0007373793001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for R. W. Bellman Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

R. W. Bellman Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R. W. BELLMAN GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score