Plan Snapshot
- Plan Sponsor: Bell & Anderson, LLC
- Sponsor EIN: 367244829
- Sponsor Address: 135 S. LASALLE ST., SUITE 2350, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 22 | $21.0M | $0 | $0 |
| 2024 | 17 | $17.9M | $70,753 | $442,935 |
| 2023 | 18 | $14.8M | $59,646 | $281,498 |
| 2022 | 19 | $11.7M | $80,266 | $230,495 |