Plan Snapshot
- Plan Sponsor: Bellanza, INC.
- Sponsor EIN: 208329086
- Sponsor Address: 420 DRESHER RD, HORSHAM, PA, 19044
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $1.6M | $37,999 | $207,801 |
| 2023 | 187 | $1.2M | $33,152 | $188,905 |
| 2022 | 145 | $888,705 | $28,438 | $176,957 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JMS CAPITAL GROUP WEALTH MANAGEMENT | INVESTMENT/FINANCIAL ADVI | $6,413 | — | $6,413 |
| GROSSMAN YANAK & FORD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,413
- Estimated Expense Ratio: 0.411% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,843 | $6,413 | — | — | — |
| 2023 | $6,399 | $4,856 | — | — | — |
| 2022 | $5,361 | — | — | — | — |