# Bell & Mccoy 401(k) Plan
Source: https://planprovider.pro/companies/bell-mccoy-401k-plan

> Bell & Mccoy's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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