Original filing (PDF)20250519143648NAL0002816130001

LYNCH BELLMAR INVESTMENTS LLC

Name: LYNCH BELLMAR INVESTMENTS LLC — LYNCH BELLMAR INVESTMENTS LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: LYNCH BELLMAR INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

LYNCH BELLMAR INVESTMENTS LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 LYNCH BELLMAR INVESTMENTS LLC.

Plan sponsor

Name

LYNCH BELLMAR INVESTMENTS LLC

EIN

88-3990458

Address

401 BROADHOLLOW ROAD · MELVILLE, NY · 11747

Phone

(866) 425-2266

Industry

Finance & Insurancesee all

Plan administrator

Name

SIDE BY SIDE FINANCIALS, INC.

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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