Bello Welsh LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bello Welsh LLP
  • Sponsor EIN: 542123729
  • Sponsor Address: 125 SUMMER STREET, SUITE 1200, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $1,950

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$1,950$0$0
20230$1,859$0$0
20220$1,774$0$0

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