Original filing (PDF)20250731094714NAL0008211040001

BELL & VALENTE, LLC

Name: BELL & VALENTE, LLC — BELL & VALENTE 401(K) PLAN, Form 5500 (2024)
Creator: BELL & VALENTE, LLC

Form 5500-SF

FILING_RECEIVED

BELL & VALENTE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELL & VALENTE, LLC.

Plan sponsor

Name

BELL & VALENTE, LLC

EIN

26-0892890

Address

2500 DALLAS PARKWAY · SUITE 560 · PLANO, TX · 75093

Phone

(972) 403-1025

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

Small plans don't disclose service providers

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