Benjamin Jensen signed Bell Ambulance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bell Ambulance, Inc.'s EIN is 39-1307909.
Download the official 2024 Form 5500 (PDF) for Bell Ambulance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bell Ambulance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FREEDOM 2045 K6 | Mutual Funds | — | — | $3.3M | 15.6% | |
| Fidelity FREEDOM 2050 K6 | Mutual Funds | — | — | $2.0M | 9.6% | |
| Fidelity FREEDOM 2065 K6 | Mutual Funds | — | — | $1.9M | 9.1% | |
| Fidelity FREEDOM 2040 K6 | Mutual Funds | — | — | $1.8M | 8.4% | |
| Fidelity FREEDOM 2060 K6 | Mutual Funds | — | — | $1.4M | 6.9% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $1.3M | 6.4% | |
| Fidelity FREEDOM 2055 K6 | Mutual Funds | — | — | $1.1M | 5.3% | |
| Fidelity LG CAP GR IDX | Common Collective Trusts | — | — | $970K | 4.6% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $774K | 3.7% | |
| Fidelity FREEDOM 2035 K6 | Mutual Funds | — | — | $560K | 2.6% | |
| JP Morgan MID CAP GRTH R6 | Other securities | — | — | $553K | 2.6% | |
| Fidelity FREEDOM 2025 K6 | Mutual Funds | — | — | $552K | 2.6% | |
| Fidelity INTL INDEX | Mutual Funds | — | — | $520K | 2.5% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $507K | 2.4% | |
| Fidelity SM CAP IDX | Common Collective Trusts | — | — | $447K | 2.1% | |
| Columbia DIVIDEND INC I3 | Common Stocks | — | — | $411K | 1.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $381K | 1.8% | |
| Lord Abbett BOND DBNTR R6 | U.S. Treasuries | — | — | $269K | 1.3% | |
| Janus Henderson FLEXIBLE BOND N | Mutual Funds | — | — | $265K | 1.3% | |
| Vangraurd INTL GROWTH ADM | Other securities | — | — | $254K | 1.2% | |
| American Funds NEW WORLD R6 | Mutual Funds | — | — | $245K | 1.2% | |
| Columbia OVERSEAS VAL I3 | Other securities | — | — | $241K | 1.1% | |
| Victory Trivalent INTL SM CAP R6 | Other securities | — | — | $211K | 1.0% | |
| Fidelity FREEDOM 2030 K6 | Mutual Funds | — | — | $204K | 1.0% | |
| Fidelity FREEDOM 2015 K6 | Mutual Funds | — | — | $197K | 0.9% | |
| Janus Henderson DSCPL VAL MDCP R6 | Mutual Funds | — | — | $181K | 0.9% | |
| Fidelity GOVT MMKT K6 14 Mutual Funds Cohen & Steers REALTY | Mutual Funds | — | — | $162K | 0.8% | |
| RT NY LIFE AA CL 50 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $102K | 0.5% | |
| Janus Henderson TRITON N | Mutual Funds | — | — | $70K | 0.3% | |
| American Century SMCAP VAL R6 | Other securities | — | — | $62K | 0.3% | |
| Fidelity FREEDOM 2070 K6 | Mutual Funds | — | — | $21K | 0.1% | |
| American Funds BALANCED R6 | Mutual Funds | — | — | $18K | <0.1% | |
| Pimco COMMPLUS STRAT I | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity FREEDOM 2020 K6 | Mutual Funds | — | — | $8K | <0.1% |
