Bell Partners Inc. 401(k) Retirement Plan
Sponsored by Bell Partners Inc. · EIN 561148631 · Plan #001
- Total assets
- $59.2M
- Net assets
- $59.2M
- Active participants
- 2,071
- With balances
- 1,227
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $72,944 |
| The Lampo Group, Llc | Consulting (general), Other services | $25,502 |
| Marsh Insurance & Investments Llc | Consulting (general) | $21,000 |
| Mms Securities | Consulting (general) | $14,000 |
| Smith Leonard Pllc | Accounting, Consulting (general) | $10,000 |