· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BELLARS HARRIS WEALTH MANAGEMENT, LLC — BELLARS HARRIS CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002095348NAL0000278705001
BELLARS HARRIS WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
BELLARS HARRIS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BELLARS HARRIS WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
BELLARS HARRIS WEALTH MANAGEMENT, LLC
EIN
85-1093271
Address
4429 BONNEY ROAD, SUITE 530 · VIRGINIA BEACH, VA · 23462
Phone
(757) 704-4200
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MERIDIAN WEALTH MANAGEMENT GROUP
MERIDIAN WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN
$3.0M · 5 participants
KNIGHTSBRIDGE ADVISORS, INC.
KNIGHTSBRIDGE ADVISORS, INC. PROFIT SHARING PLAN
$3.0M · 3 participants
THE RIVERGROUP FINANCIAL ADVISORS LLC
THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN
$3.0M · 9 participants
THE TRAWLER GROUP, L.L.C.
THE TRAWLER GROUP, L. L. C. 401(K) PLAN
$3.0M · 4 participants
HHM WEALTH ADVISORS, LLC
HHM WEALTH ADVISORS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.0M · 17 participants
GOODWATER CAPITAL, LLC
GOODWATER CAPITAL, LLC RETIREMENT PLAN
$3.0M · 39 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
