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Original filing (PDF)20250730081226NAL0004344017001
BELL & ASSOCIATES CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
BELL & ASSOCIATES CONSTRUCTION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
263
Accounts w/ balance
300
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELL & ASSOCIATES CONSTRUCTION, LLC.
Plan sponsor
Name
BELL & ASSOCIATES CONSTRUCTION, LLC
EIN
62-1712793
Address
P. O. BOX 363 · BRENTWOOD, TN · 37024
Phone
(615) 373-4343
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES, INC | 62-1477251 | — | RECORDKEEPER | $17K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| JULY BUSINESS SERVICES, LLC | 74-2715820 | — | RECORDKEEPER | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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