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Sponsor portfolio

J. BELDING ADVISORS LLC

EIN 86-4000590-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$453K assets
Welfare
0
Participants
6
2537 MORNING STAR DR. - HINCKLEY, OH 44233330-321-1044
Plans on this EIN
2 filings
#002CashBalance-$257K - 2 part#001401k-$196K - 4 part

Retirement portfolio analytics

2 plans aggregated / $453K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • PROFIT SHARING PLAN (#001)43%
Total $453KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. BELDING ADVISORS LLC CASH BALANCE PLAN

CashBalance

Assets$257K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

J. BELDING ADVISORS LLC 401K PROFIT SHARING PLAN

401k

Assets$196K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. BELDING ADVISORS LLC CASH BALANCE PLANCashBalance$257K22024
001J. BELDING ADVISORS LLC 401K PROFIT SHARING PLAN401k$196K42025
Retirement plans
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