Dionne Green signed Bell and Howell, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bell and Howell, LLC's EIN is 80-0728837.
Download the official 2024 Form 5500 (PDF) for Bell and Howell, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bell and Howell, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| MERCER |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | — | $38.0M | 26.3% | |
| Fidelity OTC Portfolio K6 | Mutual Funds | — | — | $24.9M | 17.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $15.1M | 10.4% | |
| Fidelity Freedom 2025 Commingled Pool Class B | Common Collective Trusts | — | — | $6.9M | 4.8% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $6.9M | 4.8% | |
| Fidelity Freedom 2030 Commingled Pool Class B | Common Collective Trusts | — | — | $6.9M | 4.7% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $6.9M | 4.7% | |
| Fidelity Freedom 2035 Commingled Pool Class B | Common Collective Trusts | — | — | $6.3M | 4.3% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $6.3M | 4.3% | |
| William Blair Small Mid Cap Gr R6 | Other securities | — | — | $5.4M | 3.8% | |
| Fidelity Managed Income Porfolio Class II | Mutual Funds | — | — | $4.7M | 3.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.4M | 3.1% | |
| Fidelity Freedom 2040 Commingled Pool Class B | Common Collective Trusts | — | — | $4.0M | 2.7% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $4.0M | 2.7% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $3.3M | 2.3% | |
| Fidelity Diversified International K6 | Mutual Funds | — | — | $2.7M | 1.9% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $2.7M | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.6M | 1.8% | |
| Fidelity Freedom 2020 Commingled Pool Class B | Common Collective Trusts | — | — | $2.6M | 1.8% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $2.6M | 1.8% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $2.4M | 1.6% | |
| Fidelity Freedom 2045 Commingled Pool Class B | Common Collective Trusts | — | — | $2.0M | 1.4% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $1.9M | 1.3% | |
| BlackRock Equity Dividend K | Other securities | — | — | $1.9M | 1.3% | |
| Fidelity Freedom 2050 Commingled Pool Class B | Common Collective Trusts | — | — | $1.4M | 1.0% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| Fidelity Global ex US Index Premium | Mutual Funds | — | — | $1.4M | 1.0% | |
| Fidelity Extended Market Index Premium | Mutual Funds | — | — | $1.4M | 1.0% | |
| Alliance Bernstein Discovery Value Z | Other securities | — | — | $1.4M | 0.9% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $1.3M | 0.9% | |
| Fidelity Freedom 2055 Commingled Pool Class B | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| Participant Loans** Interest Rates (4.25% - 9.50%) | Bonds / Notes | — | — | $871K | 0.6% | |
| Fidelity Freedom 2060 Commingled Pool Class B | Common Collective Trusts | — | — | $479K | 0.3% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $479K | 0.3% | |
| Fidelity Freedom Income Commingled Pool Class B | Common Collective Trusts | — | — | $385K | 0.3% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $385K | 0.3% | |
| Fidelity Freedom 2015 Commingled Pool Class B | Common Collective Trusts | — | — | $302K | 0.2% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $302K | 0.2% | |
| Fidelity Freedom 2065 Commingled Pool Class B | Common Collective Trusts | — | — | $277K | 0.2% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $277K | 0.2% | |
| Fidelity Freedom 2010 Commingled Pool Class B | Common Collective Trusts | — | — | $92K | <0.1% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $92K | <0.1% | |
| DWS R Real Assets R6 | Other securities | — | — | $50K | <0.1% | |
| FID FRDM 2005 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | 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.
| 13-2834414 |
| — |
| CONSULTANT |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS, JUDY & TUCKER, P.A. | 56-1965804 | — | ACCOUNTANT/AUDITOR | $25K | — |
