Original filing (PDF)20251009151659NAL0015901634001

R. BELL & ASSOCIATES, P.C., CPAS

Name: R. BELL & ASSOCIATES, P.C., CPAS — R. BELL ASSOCIATES, P.C., CPAS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R. BELL & ASSOCIATES, P.C., CPAS

Form 5500-SF

FILING_RECEIVED

R. BELL ASSOCIATES, P.C., CPAS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R. BELL & ASSOCIATES, P.C., CPAS.

Plan sponsor

Name

R. BELL & ASSOCIATES, P.C., CPAS

EIN

27-4013906all filings

Address

3710 MAIN AVENUE SUITE 101 · DURANGO, CO · 81301

Phone

(970) 385-1002

Industry