Plan Snapshot
- Plan Sponsor: Bell Partners INC.
- Sponsor EIN: 561148631
- Sponsor Address: 300 NORTH GREENE STREET, GREENSBORO, NC, 27401
- Plan Type: 401(k)
- Total Participants: 2,071
- Total Assets: $59.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,071 | $59.2M | $3.2M | $5.9M |
| 2023 | 1,909 | $48.7M | $2.6M | $4.9M |
| 2022 | 1,810 | $41.2M | $2.0M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $72,944 | — | $72,944 |
| THE LAMPO GROUP, LLC | OTHER SERVICES | $25,502 | — | $25,502 |
| MARSH INSURANCE & INVESTMENTS LLC | CONSULTANT | $21,000 | — | $21,000 |
| MMS SECURITIES | CONSULTANT | $14,000 | — | $14,000 |
| SMITH LEONARD PLLC | CONSULTANT | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MARSH INSURANCE & INVESTMENTS LLC — CONSULTANT
- MMS SECURITIES — CONSULTANT
- SMITH LEONARD PLLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,446
- Estimated Expense Ratio: 0.242% 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 | $144,944 | $1,498 | — | $10,000 | — |
| 2023 | $287,399 | $7,000 | $261,719 | $18,680 | — |
| 2022 | $191,110 | $27,995 | $150,990 | — | $12,125 |