AUMdb

Bell Financial 401(k) Plan

Sponsored by Bell Financial Services Company · EIN 382736147 · Plan #001

Total assets
Net assets
Active participants
4
With balances
6

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.