· 2022–2024 · DOL EFAST2

Belleair Asset Management, LLC — Belleair Asset, Form 5500 (2025)

Original filing (PDF)20260630115023NAL0016093472001

Belleair Asset Management, LLC

Form 5500-SF

FILING_RECEIVED

Belleair Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Belleair Asset Management, LLC's Belleair Asset Management, LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

4

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

61

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BELLEAIR ASSET MANAGEMENT, LLC

EIN

82-3074302all filings

Address

259 INDIAN ROCKS RD N · BELLEAIR BLUFFS, FL · 33770

Phone

(727) 586-3541

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.