Kellie Grandy signed Bell Partners Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bell Partners Inc.'s EIN is 56-1148631.
Download the official 2024 Form 5500 (PDF) for Bell Partners Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bell Partners 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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH INSURANCE & INVESTMENTS LLC | 52-2189187 | — | CONSULTANT | $21K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $9.1M | 15.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $7.6M | 12.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6.8M | 11.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.8M | 11.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.5M | 9.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.5M | 7.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 7.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.6M | 4.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.3M | 3.9% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 2.0% | |
| PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $925K | 1.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $635K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $546K | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $536K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $455K | 0.8% | |
| Hartford International Opportunities Fund | Other securities | — | — | $375K | 0.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $365K | 0.6% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $357K | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $293K | 0.5% | |
| MFS Value Fund | Mutual Funds | — | — | $272K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $243K | 0.4% | |
| Parnassus Core Equity Fund | Other securities | — | — | $228K | 0.4% | |
| Janus Henderson Venture Fund | Mutual Funds | — | — | $218K | 0.4% | |
| Principal Diversified Real Asset Fund | Other securities | — | — | $218K | 0.4% | |
| DFA US Target Value Fund | Mutual Funds | — | — | $184K | 0.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $160K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $154K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $139K | 0.2% | |
| PIMCO Government Money Market Fund | Mutual Funds | — | — | $101K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $78K | 0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMS SECURITIES |
| 22-3570392 |
| — |
| CONSULTANT |
| $14K |
| — |
| SMITH LEONARD PLLC | 20-5907591 | — | CONSULTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP, LLC | 62-1593846 | — | OTHER SERVICES | $26K | — |
