# Bell Financial Services Company 401(k) Plan
Source: https://planprovider.pro/companies/bell-financial-services-company-401k-plan

> Bell Financial Services Company's 401(k) plan: 4 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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