AMI Hall signed Bell Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bell Industries, Inc.'s EIN is 95-2039211.
Download the official 2024 Form 5500 (PDF) for Bell Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bell Industries, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 20-2061505 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JPMorgan Large Cap Growth R6 | Other securities | — | $2.6M | $3.3M | 14.3% | |
| The Vanguard Group Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.8M | 12.2% | |
| Columbia Funds Columbia Contrarian Core Fund N/R | Other securities | — | — | $2.4M | 10.2% | |
| Institutional Class 3 BlackRock Life Path Index 2055 N/R | Other securities | — | — | $2.0M | 8.5% | |
| Fund Class K BlackRock Black Rock Equity Dividend Fund N/R | Other securities | — | — | $1.7M | 7.1% | |
| Class K American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $1.3M | 5.7% | |
| Fund Class R6 Janus Henderson Janus Henderson Balanced Fund N/R | Mutual Funds | — | — | $1.2M | 5.1% | |
| American United Life Insurance American United Life Stable Value N/R | Guaranteed Income / GIC | — | — | $1.0M | 4.4% | |
| Class N BlackRock Life Path Index 2050 N/R | Other securities | — | — | $887K | 3.8% | |
| Fund Class K BlackRock Life Path Index 2030 N/R | Other securities | — | — | $843K | 3.6% | |
| Fund Class K BlackRock Life Path Index 2045 N/R | Other securities | — | — | $752K | 3.2% | |
| Fund Class K BlackRock Life Path Index 2040 N/R | Other securities | — | — | $670K | 2.9% | |
| Fund Class K American Funds American Funds Europacific Fund N/R | Mutual Funds | — | — | $611K | 2.6% | |
| Class R6 BlackRock Life Path Index N/R | Other securities | — | — | $498K | 2.1% | |
| Retirement Fund K MassMutual Select Mid Cap Growth N/R | Other securities | — | — | $445K | 1.9% | |
| I BlackRock Life Path Index 2035 N/R | Other securities | — | — | $439K | 1.9% | |
| Fund Class K American Funds American Funds Income Fund of N/R | Mutual Funds | — | — | $408K | 1.7% | |
| America R6 JPMorgan Core Bond Ultra N/R | Other securities | — | — | $375K | 1.6% | |
| John Hancock John Hancock Disciplined Value Mid N/R | Other securities | — | — | $352K | 1.5% | |
| Cap Fund Dimensional Fund Advisors DFA US Small Cap I N/R | Mutual Funds | — | — | $280K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Growth Fund K6 N/R | Mutual Funds | — | — | $279K | 1.2% | |
| Company Account Series A Participant Loans * Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $255K | 1.1% | |
| Fidelity Investments Fidelity Total Bond K6 N/R | Mutual Funds | — | — | $213K | 0.9% | |
| Principal Global Investors Principal Overseas Institutional N/R | Other securities | — | — | $155K | 0.7% | |
| Class Fidelity Investments Fidelity Government Portfolio N/R | Mutual Funds | — | — | $56K | 0.2% | |
| PIMCO Global Bond Opportunities N/R | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
