# Bell Partners INC. 401(k) Plan
Source: https://planprovider.pro/companies/bell-partners-inc-401k-plan

> Bell Partners INC.'s 401(k) plan: 2,071 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MARSH INSURANCE & INVESTMENTS LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — CONSULTANT

- [MMS SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — CONSULTANT

- [SMITH LEONARD PLLC](https://planprovider.pro/provider/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|

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- [Nwr Services, LLC](https://planprovider.pro/companies/nwr-services-llc-401k-plan) — 416 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bell-partners-inc-401k-plan)

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