Plan Snapshot
- Plan Sponsor: Bellese Technologies, LLC
- Sponsor EIN: 264310124
- Sponsor Address: 10451 MILL RUN CIRCLE, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 123 | $7.7M | $555,830 | $1.2M |
| 2023 | 117 | $5.5M | $446,956 | $946,112 |
| 2022 | 91 | $3.6M | $377,361 | $866,495 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,256 | — | — | — | — |
| 2023 | $5,442 | $5,442 | — | — | — |
| 2022 | $2,936 | $2,936 | — | — | — |