How big is BEL Southwest Inc.'s plan?

BEL Southwest Inc.'s plan reported $245K in assets and 5 participants for 2024.

Original filing (PDF)20250530122820NAL0008088881001

BEL Southwest Inc.

Name: BEL Southwest Inc. — Form 5500 (2024)
Creator: BEL Southwest Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BEL Southwest Inc.

401(k) retirement plan · BEL Southwest Inc. held $245K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Tracy Briggs signed BEL Southwest Inc.'s 2024 Form 5500 as plan administrator.

Tracy Briggs — 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

BEL Southwest Inc.'s EIN is 86-1035416.

EIN 86-1035416

Plan number 001

Plan year 2024

ACK ID 20250530122820NAL0008088881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BEL Southwest 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 BEL SOUTHWEST 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

BEL SOUTHWEST INC

EIN

all filings

Address

5186 E 16TH AVE · APACHE JUNCTION, AZ · 85119

Phone

(480) 217-8866

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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