How big is Bella RUM LLC's plan?

Bella RUM LLC's plan reported $137K in assets and 7 participants for 2024.

Original filing (PDF)20250607064714NAL0012878225001

Bella RUM LLC

Name: Bella RUM LLC — Bella RUM LLC - 401(k), Form 5500 (2024)
Creator: Bella RUM LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bella RUM LLC - 401(k)

401(k) retirement plan · Bella RUM LLC's Bella RUM LLC - 401(k) held $137K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Nick Rice signed Bella RUM LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Bella RUM LLC's EIN is 87-4767862.

EIN 87-4767862

Plan number 001

Plan year 2024

ACK ID 20250607064714NAL0012878225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bella RUM LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bella RUM LLC'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 BELLA RUM LLC.

Finding similar companies…

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 (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BELLA RUM LLC

EIN

all filings

Address

10967 S SOPHIE LN · SANDY, UT · 84070

Phone

(801) 856-6034

Industry

Management of Companies / Holdings

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

2025-06-07

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

Related plans

Similar-size Management of Companies / Holdings plans

GAJ Holdings

GAJ Holdings 401(k)

$137K · 1 participants

Fortis Holding, LLC

Fortis Holding, LLC 401(k) Plan

$136K · 8 participants

Digitalthinker, Inc.

Digitalthinker 401(k) Plan

$136K · 10 participants

Tolmar Pharmaceuticals, Inc.

Tolmar Pharmaceuticals Inc.

$138K · 1 participants

CHS Members LLC

CHS Members LLC 401(k) Plan

$135K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.