# Bell Investment Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bell-investment-advisors-inc-401k-plan

> Bell Investment Advisors, INC.'s 401(k) plan: 18 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bell Investment Advisors, INC.

- **Sponsor EIN:** 943129063

- **Sponsor Address:** 2 THEATRE SQUARE, SUITE 315, ORINDA, CA, 94563

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|18|$9.0M|$307,886|$172,811|

| 2024|15|$7.1M|$280,293|$189,047|

| 2023|15|$6.2M|$249,891|$239,048|

| 2022|13|$5.4M|$201,700|$252,263|

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