Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BELLARS HARRIS WEALTH MANAGEMENT, LLC
EIN 85-1093271financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
14
4429 BONNEY ROAD, SUITE 530 - VIRGINIA BEACH, VA 23462757-704-4200bellarsharris.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BELLARS HARRIS CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BELLARS HARRIS WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$762K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BELLARS HARRIS CASH BALANCE PLAN | CashBalance | $3.0M | 7 | 2024 | |
| 001 | BELLARS HARRIS WEALTH MANAGEMENT 401(K) PLAN | 401k | $762K | 7 | 2025 |
Retirement plans