Bell Techlogix Savings And Retirement Plan
Sponsored by Bell Industries, Inc. · EIN 952039211 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 482
- With balances
- 555
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $61,357 |
| Captrust Financial Advisors | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $11,550 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |