P.B. Bell Asset Management, Inc. 401(k) Plan

The P.B. Bell Asset Management, Inc. 401(k) on its latest Form 5500

P.B. Bell Asset Management, Inc. (EIN 86-0677603) reports P.B. BELL COMPANIES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.7M in plan assets across 135 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full P.B. Bell Asset Management, Inc. filing — schedules, fees, and providers.

Who runs the P.B. Bell Asset Management, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your P.B. Bell Asset Management, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATTHEWS GOLD KENNEDY & SNOW, MORNINGSTAR INVESTMENT MANAGEMENT.

How to check your P.B. Bell Asset Management, Inc. 401(k)

• Log in to Voya’s participant portal (the site on your statements).
• Ask P.B. Bell Asset Management, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).