Bell Lumber & Pole Company 401(k) Profit Sharing Plan
Sponsored by Bell Lumber & Pole Company · EIN 410144340 · Plan #004
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 283
- With balances
- 301
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $36,207 |
| Intellicents Investment Solutions | Investment advisory (participants), Direct payment from the plan | $34,056 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |