Original filing (PDF)20250409122251NAL0030467264001

BELLEVUE OPERATING COMPANY, LLC

Name: BELLEVUE OPERATING COMPANY, LLC — NICHOLAS RESIDENTIAL 401(K) PLAN, Form 5500 (2024)
Creator: BELLEVUE OPERATING COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

NICHOLAS RESIDENTIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLEVUE OPERATING COMPANY, LLC.

Plan sponsor

Name

BELLEVUE OPERATING COMPANY, LLC

EIN

83-1880435

Address

3710 RAWLINS ST. · SUITE 1375 · DALLAS, TX · 75219

Phone

(214) 396-3179

Industry

Real Estatesee all

Plan administrator

Name

THE FINWAY GROUP, LLC

EIN

42-1468222

City

W DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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