How big is Bellco Capital Advisors Inc.'s plan?

Bellco Capital Advisors Inc.'s plan reported $853K in assets and 12 participants for 2024.

Original filing (PDF)20250627051739NAL0005192467001

Bellco Capital Advisors Inc.

Name: Bellco Capital Advisors Inc. — Bellco Capital, Form 5500 (2024)
Creator: Bellco Capital Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bellco Capital Advisors Inc. 401(k) Plan

401(k) retirement plan · Bellco Capital Advisors Inc.'s Bellco Capital Advisors Inc. 401(k) Plan held $853K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

People on this filing

Gretchen Arensdorf signed Bellco Capital Advisors Inc.'s 2024 Form 5500 as plan administrator.

Gretchen Arensdorf — 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

Bellco Capital Advisors Inc.'s EIN is 84-4593814.

EIN 84-4593814

Plan number 001

Plan year 2024

ACK ID 20250627051739NAL0005192467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bellco Capital Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bellco Capital Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELLCO CAPITAL ADVISORS 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