Belmont Capital Tax Deferred Savings Plan And Trust
Sponsored by Belmont Capital Llc · EIN 271144301 · Plan #001
- Total assets
- $36.7M
- Net assets
- $36.7M
- Active participants
- 570
- With balances
- 740
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $65,669 |
| Rpw Solutions Llc | Contract administrator, Consulting (pension), Participant loan processing | $58,631 |
| Global Retirement Partners, Llc | Securities brokerage, Other fees | $33,640 |