Bell And Howell 401(k) Savings Plan
Sponsored by Bell And Howell, Llc · EIN 800728837 · Plan #001 · Durham, NC
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 740
- With balances
- 884
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,336 |
| Thomas, Judy & Tucker, P.A. | Accounting | $24,750 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,560 |
| Mercer | Consulting (general) | $13,650 |