Bell Carter Foods, Llc Employee Retirement Plan
Sponsored by Bell Carter Foods, Llc. · EIN 941338890 · Plan #002
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 211
- With balances
- 312
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $58,912 |
| Woodbury Financial Services | Investment advisory (plan), Direct payment from the plan | $37,455 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |