# Bell & Associates Construction, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bell-associates-construction-llc-401k-plan

> Bell & Associates Construction, LLC's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bell & Associates Construction, LLC

- **Sponsor EIN:** 621712793

- **Sponsor Address:** P. O. BOX 363, BRENTWOOD, TN, 37024

- **Plan Type:** 401(k)

- **Total Participants:** 263

- **Total Assets:** $15.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|263|$15.0M|$682,975|$1.4M|

| 2023|268|$13.4M|$617,826|$1.3M|

| 2022|239|$11.5M|$503,783|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ACUFF & ASSOCIATES, INC|RECORDKEEPER|$16,519|—|$16,519|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$15,526|—|$15,526|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,045

- **Estimated Expense Ratio:** 0.214% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$33,972|—|—|—|—|

| 2023|$27,069|—|—|—|—|

| 2022|$32,731|—|$13,255|—|$19,476|

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