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BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN — FUND OFFICE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730134940NAL0010511234001
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
FUND OFFICE 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
32
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
.
Find decision makers
Plan sponsor
Name
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
EIN
13-6043636
Address
200 ST. PAUL STREET, SUITE 2420 · BALTIMORE, MD · 21202
Phone
(800) 638-3186
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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