Plan Snapshot
- Plan Sponsor: Bell Financial Services Company
- Sponsor EIN: 382736147
- Sponsor Address: 1070 COMMERCE DRIVE, STE. A, MARQUETTE, MI, 49855
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 4 | $2.0M | $76,827 | $54,145 |
| 2022 | 4 | $1.6M | $65,197 | $54,262 |