Plan Snapshot
- Plan Sponsor: Bell Industries, INC.
- Sponsor EIN: 952039211
- Sponsor Address: BELL TECHLOGIX, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $23.3M
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 | 482 | $23.3M | $463,705 | $2.1M |
| 2023 | 509 | $19.9M | $374,455 | $1.8M |
| 2022 | 267 | $16.1M | $195,181 | $1.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $61,357 | — | $61,357 |
| CAPTRUST FINANCIAL ADVISORS | NONE | $30,000 | — | $30,000 |
| BAKER TILLY US, LLP | NONE | $11,550 | — | $11,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,907
- Estimated Expense Ratio: 0.442% 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 | $102,907 | $30,000 | — | $11,550 | — |
| 2023 | $97,938 | $51,538 | — | — | — |
| 2022 | $100,096 | $52,341 | — | — | $47,755 |