Belnick, Inc. Retirement Trust
Sponsored by Belnick, Inc. · EIN 582654465 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 303
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ha&W Wealth Management Llc | Recordkeeping, Trustee (institutional), Other services | $27,103 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $11,021 |