Plan Snapshot
- Plan Sponsor: Bell Ford, INC.
- Sponsor EIN: 860372486
- Sponsor Address: 2401 W BELL RD, PHOENIX, AZ, 850233203
- Plan Type: 401(k)
- Total Participants: 1,245
- Total Assets: $39.3M
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. |
|---|---|---|---|---|
| 2024 | 1,245 | $39.3M | $397,688 | $3.1M |
| 2023 | 789 | $34.1M | $341,296 | $3.0M |
| 2022 | 832 | $29.3M | $327,149 | $2.7M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $46,015 | — | $46,015 |
| FIRST FINANCIAL EQUITY | ADVISOR | $41,741 | — | $41,741 |
| KIMBERLIN COMPANY | ACCOUNTANT/AUDITOR | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,756
- Estimated Expense Ratio: 0.246% 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 | $19,169 | $87,756 | — | $9,000 | — |
| 2023 | $25,739 | $75,973 | — | $9,000 | — |
| 2022 | $37,080 | — | — | — | — |