# Bellanza, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bellanza-inc-401k-plan

> Bellanza, INC.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grossman-yanak-and-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|—|—|—|—|

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