P.B. Bell Companies 401(k) Profit Sharing Plan
Sponsored by P.B. Bell Asset Management, Inc. · EIN 860677603 · Plan #002
- Total assets
- $8.7M
- Net assets
- $8.6M
- Active participants
- 135
- With balances
- 141
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $4,584 |
| Matthews, Gold, Kennedy, & Snow Inc | Other services | $0 |
| Morningstar Investment Management | Investment advisory (plan) | $0 |