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)
- Plan Number: 001
- 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 | $0 | $0 |
| 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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