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Original filing (PDF)20250723111007NAL0001955235001
BELL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
BELL TECHLOGIX SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
482
Accounts w/ balance
555
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
31 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
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELL INDUSTRIES, INC..
Plan sponsor
Name
BELL INDUSTRIES, INC.
EIN
95-2039211
Address
BELL TECHLOGIX · 4400 WEST 96TH STREET · INDIANAPOLIS, IN · 46268
Phone
(317) 333-7777
Industry
Wholesale 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
2025-07-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $61K | — |
| CAPTRUST FINANCIAL ADVISORS | 20-2061505 | — | NONE | $30K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
26 direct securities· $23.3M(100% of reported assets)
Uncategorized
$18.9M
24 holdings
Mutual Funds
$3.3M
1 holding
Guaranteed Income / GIC
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JPMorgan Large Cap Growth R6 | Mutual Funds | — | $2.6M | $3.3M | 14.3% | |
| The Vanguard Group Vanguard 500 Index Fund Admiral N/R | — | — | — | $2.8M | 12.2% | |
| Columbia Funds Columbia Contrarian Core Fund N/R | — | — | — | $2.4M | 10.2% | |
| Institutional Class 3 BlackRock Life Path Index 2055 N/R | — | — | — | $2.0M | 8.5% | |
| Fund Class K BlackRock Black Rock Equity Dividend Fund N/R | — | — | — | $1.7M | 7.1% | |
| Class K American Funds American Funds New Perspective N/R | — | — | — | $1.3M | 5.7% | |
| Fund Class R6 Janus Henderson Janus Henderson Balanced Fund N/R | — | — | — | $1.2M | 5.1% | |
| American United Life Insurance American United Life Stable Value N/R | Guaranteed Income / GIC | — | $1.0M | $1.0M | 4.4% | |
| Class N BlackRock Life Path Index 2050 N/R | — | — | — | $887K | 3.8% | |
| Fund Class K BlackRock Life Path Index 2030 N/R | — | — | — | $843K | 3.6% | |
| Fund Class K BlackRock Life Path Index 2045 N/R | — | — | — | $752K | 3.2% | |
| Fund Class K BlackRock Life Path Index 2040 N/R | — | — | — | $670K | 2.9% | |
| Fund Class K American Funds American Funds Europacific Fund N/R | — | — | — | $611K | 2.6% | |
| Class R6 BlackRock Life Path Index N/R | — | — | $491K | $498K | 2.1% | |
| Retirement Fund K MassMutual Select Mid Cap Growth N/R | — | — | — | $445K | 1.9% | |
| I BlackRock Life Path Index 2035 N/R | — | — | — | $439K | 1.9% | |
| Fund Class K American Funds American Funds Income Fund of N/R | — | — | — | $408K | 1.7% | |
| America R6 JPMorgan Core Bond Ultra N/R | — | — | — | $375K | 1.6% | |
| John Hancock John Hancock Disciplined Value Mid N/R | — | — | — | $352K | 1.5% | |
| Cap Fund Dimensional Fund Advisors DFA US Small Cap I N/R | — | — | — | $280K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Growth Fund K6 N/R | — | — | — | $279K | 1.2% | |
| Company Account Series A Participant Loans * Participant Loans Interest rates: 4.25% to 9.50% $0 | — | — | $255K | $255K | 1.1% | |
| Fidelity Investments Fidelity Total Bond K6 N/R | — | — | — | $213K | 0.9% | |
| Principal Global Investors Principal Overseas Institutional N/R | — | — | — | $155K | 0.7% | |
| Class Fidelity Investments Fidelity Government Portfolio N/R | — | — | — | $56K | 0.2% | |
| PIMCO Global Bond Opportunities N/R | — | — | $19K | $19K | <0.1% |