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Original filing (PDF)20251015120306NAL0009113522001
KC BELL, INC.
Form 5500
FILING_RECEIVED
KC BELL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~83 bps in Sched C feesNo recordkeeper disclosed
Active participants
277
Accounts w/ balance
194
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 83 bps in Schedule C fees — 60% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KC BELL, INC..
Plan sponsor
Name
KC BELL, INC.
EIN
48-1200153
Address
8100 EAST 22ND STREET NORTH · BLDG. 300-100 · WICHITA, KS · 67226
Phone
(316) 684-8100
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $33K | — |
Investments
22 direct securities · 1 pooled fund· $3.9M(100% of reported assets)
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.
Uncategorized
$3.3M
21 holdings
Common Collective Trust
$363K
1 holding
Mutual Funds
$278K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Growth Index Fund | — | — | — | $807K | 20.6% | |
| Federated Funds MDT Large Cap Value Fund | — | — | — | $417K | 10.6% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $363K | 9.2% | |
| Nuveen Funds Nuveen Lifecycle Index Retirement Income Fund | — | — | — | $317K | 8.1% | |
| Vanguard Funds Developed Markets Index Fund | Mutual Funds | — | — | $278K | 7.1% | |
| Nuveen Funds Nuveen Lifecycle Index 2030 Fund | — | — | — | $277K | 7.1% | |
| Vanguard Funds 500 Index Fund | — | — | — | $254K | 6.5% | |
| Vanguard Funds Explorer Fund Admiral | — | — | — | $184K | 4.7% | |
| Vanguard Funds Mid Cap Index Fund | — | — | — | $170K | 4.3% | |
| JP Morgan Funds Core Plus Bond Fund | — | — | — | $169K | 4.3% | |
| Nuveen Funds Nuveen Lifecycle Index 2050 Fund | — | — | — | $146K | 3.7% | |
| Primecap Funds Odyssey Aggressive Growth Fund | — | — | — | $134K | 3.4% | |
| Vanguard Funds Small Cap Index Fund | — | — | — | $74K | 1.9% | |
| Nuveen Funds Nuveen Lifecycle Index 2055 Fund | — | — | — | $61K | 1.6% | |
| American Century Investments American Century Small-Cap Value | — | — | — | $58K | 1.5% | |
| Nuveen Funds Nuveen Lifecycle Index 2040 Fund | — | — | — | $54K | 1.4% | |
| Nuveen Funds Nuveen Lifecycle Index 2060 Fund | — | — | — | $51K | 1.3% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $45K | 1.1% | |
| Nuveen Funds Nuveen Lifecycle Index 2045 Fund | — | — | — | $25K | 0.6% | |
| Nuveen Funds Nuveen Lifecycle Index 2035 Fund | — | — | — | $19K | 0.5% | |
| Nuveen Funds Nuveen Lifecycle Index 2065 Fund | — | — | — | $7K | 0.2% | |
| Nuveen Funds Nuveen Lifecycle Index 2025 Fund | — | — | — | $6K | 0.2% | |
| Nuveen Funds Nuveen Lifecycle Index 2020 Fund | — | — | — | $5K | 0.1% |
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