Sponsor portfolio
BELLEAIR ASSET MANAGEMENT, LLC
EIN 82-3074302financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
7
259 INDIAN ROCKS RD N - BELLEAIR BLUFFS, FL 33770727-586-3541LinkedIn1-10 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 | BELLEAIR ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 7 | 2025 |
Retirement plans