Belk Stores Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Belk Stores Services, Inc. 401(k) Plan Facts

Plan name
BELK 401K SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BELK STORES SERVICES, LLC
Participants
22,118 (18,856 active employees)
Former employees with a balance
2,447
Plan assets
$400,640,907 at Dec 31, 2024
Average account balance
$60,265 across 6,648 accounts
Employer contributions
$9,898,795 in plan year 2024 (36% of all contributions)
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1942
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $27.8 million went into the plan in contributions, $9.90 million of it from the employer (36%).
  • $48.2 million was paid out to participants.
  • Investment and other income added $41.9 million.
  • Administrative expenses were $420,760, about $63 per account.

How the Belk Stores Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201934,359$396.0 million$11.1 million$49.7 million
202030,633$397.5 million$3.71 million$63.0 million
202124,565$417.2 million$8.69 million$46.9 million
202222,998$342.3 million$9.85 million$38.5 million
202323,149$379.5 million$9.73 million$41.0 million
202422,118$400.6 million$9.90 million$48.2 million

Belk Stores Services, Inc. 401(k) Contact Information

Phone
704-357-1000
Mailing address
2801 WEST TYLVOLA ROAD, CHARLOTTE NC 28217
Plan sponsor
BELK STORES SERVICES, LLC
Employer identification number (EIN)
56-0616731
Plan number
333

Questions about the Belk Stores Services, Inc. 401(k)

Does Belk Stores Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $9.90 million, 36% of all contributions.

Does the Belk Stores Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Belk Stores Services, Inc 401(k) plan?

22,118 participants at the start of plan year 2024, 18,856 of them active employees, and 2,447 former employees who still had money in the plan.

What is the average 401(k) balance at Belk Stores Services, Inc?

About $60,265 per account: $400.6 million in plan assets across 6,648 accounts with a balance at the end of plan year 2024.

Who manages the Belk Stores Services, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Belk Stores Services, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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