Bell Motor Cars, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bell Motor Cars, INC.
  • Sponsor EIN: 222124083
  • Sponsor Address: 782 ROUTE ONE NORTH, NORTH EDISON, NJ, 08817
  • Plan Type: 401(k)
  • Total Participants: 352
  • Total Assets: $14.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024352$14.0M$250,309$1.1M
2023349$12.4M$375,501$1.1M
2022321$9.9M$344,717$999,971

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
NATIONWIDESERVICE PROVIDER$43,276$43,276
PROACCOUNTINVESTMENT ADVISORY$36,309$36,309
AVANTAX WEALTH MANAGEMENTBROKER$32,430$32,430
PREFERRED PENSION PLANNINGTPA$7,739$7,739
MSPC, CERTIFIED PUBLIC ACCOUNTANTSAuditor$0

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $119,754
  • Estimated Expense Ratio: 0.853% 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$43,171$43,171
2023$85,511
2022

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