Plan Snapshot
- Plan Sponsor: Bell & Mccoy
- Sponsor EIN: 741718203
- Sponsor Address: 7210 NORTH LOOP EAST, HOUSTON, TX, 77028
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 433 | $19.5M | $264,447 | $1.8M |
| 2023 | 409 | $16.9M | $231,233 | $1.5M |
| 2022 | 333 | $13.6M | $234,125 | $1.6M |
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 |
|---|---|---|---|---|
| KOINONIA FINANCIAL, LLC | BROKER | $15,336 | $88,018 | $103,354 |
| STIFEL, NICOLAUS & COMPANY | BROKER | — | $31,890 | $31,890 |
| SAVILLE CPAS AND ADVISORS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS AND ADVISORS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,244
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $20,101 | — | $20,101 | — | — |
| 2023 | $19,442 | — | $19,442 | — | — |
| 2022 | $11,368 | — | — | — | $11,368 |