# Bell Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bell-ford-inc-401k-plan

> Bell Ford, INC.'s 401(k) plan: 1,245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kimberlin-company-pllc) — 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|—|—|—|—|

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