Sponsor portfolio
BELL ROCK FINANCE, LLC
EIN 82-2062428financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
3
6628 E. BASELINE RD., SUITE 101 - MESA, AZ 85206480-219-5317bellrockfinance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELL ROCK FINANCE, LLC 401(K) PLAN | 401k | $1.8M | 3 | 2025 |
Retirement plans