How big is Bell Rock Finance, LLC's plan?

Bell Rock Finance, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250916134017NAL0002593584001

Bell Rock Finance, LLC

Name: Bell Rock Finance, LLC — Bell Rock Finance, LLC, Form 5500 (2024)
Creator: Bell Rock Finance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bell Rock Finance, LLC 401(k) Plan

401(k) retirement plan · Bell Rock Finance, LLC's Bell Rock Finance, LLC 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Lincoln Gardner signed Bell Rock Finance, LLC's 2024 Form 5500 as plan administrator.

Lincoln Gardner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bell Rock Finance, LLC's EIN is 82-2062428.

EIN 82-2062428

Plan number 001

Plan year 2024

ACK ID 20250916134017NAL0002593584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bell Rock Finance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bell Rock Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELL ROCK FINANCE, LLC.

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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