This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $25K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BELL TARGET RETIREMENT 2050 BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | $1.2M | 13.2% |
| BELL TARGET RETIREMENT 2045 BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | $1.1M | 11.8% |
Common Collective Trust |
| $863K |
| 9.5% |
| BELL TARGET RETIREMENT 2030 BELL BANK · EIN 30-3903642 / PN 001 | Common Collective Trust | $773K | 8.5% |
| BELL MODERATE GROWTH BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | $638K | 7.0% |
| BELL TARGET TODAY BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | $553K | 6.1% |
| BELL TARGET RETIREMENT 2040 BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | $397K | 4.4% |
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | $334K | 3.7% |
| BELL MODERATE INCOME BELL BANK · EIN 20-1146869 / PN 001 | Common Collective Trust | $291K | 3.2% |
| BELL TARGET RETIREMENT 2055 BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | $275K | 3.0% |
| BELL TARGET RETIREMENT 2060 BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | $91K | 1.0% |
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | $84K | 0.9% |
| BELL TARGET RETIREMENT 2065 BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | $15K | 0.2% |
| BELL TARGET RETIREMENT 2025 BELL BANK · EIN 30-6351858 / PN 001 | Common Collective Trust | $0 | <0.1% |
