Plan Ledger DOL Form 5500 · updated monthly

Bell Industries, Inc.401(k)

BELL TECHLOGIX SAVINGS AND RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Bell Industries, Inc. reported $102,907 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $962 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.59% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 503rd-largest of 1,562 plans among Indiana employers on file, and the 1,672nd of 4,246 in wholesale trade. In 2024, employees put in $4.55 for every $1.00 the employer contributed; active participation has grown from 267 to 482 since 2022.

Plan summary
Net assets, end of year$23,303,258
Participants with balances555
Active participants482
Employer contributions$463,705
Employee contributions$2,108,216
Employer contribution per active participant$962
Average account balance$41,988
Benefits paid to participants$2,722,658
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 555 accts · $464K emplr
2023$19.9M · 558 accts · $374K emplr
2022$16.1M · 421 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,357
Investment management$30,000
Audit (IQPA)$11,550
Total administrative$102,907
The Bell Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$962
Median for plans this size$2,416
2024$962 per active participant
2023$736 per active participant
2022$731 per active participant

Bell Industries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$61,357
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan)$30,000
BAKER TILLY US, LLP · Accounting / audit$11,550
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$102,907 · 0.48%
2023$97,938 · 0.54%
2022$100,096 · 0.59%
Similar plansWholesale Trade · Indiana
Asa Electronics, LLC IN$25.6M · 0.11%
Polywood IN$25.0M · 0.80%
Lasalle Bristol, L.P. IN$24.1M · 0.19%
Stanz-Troyer Holdings, LLC IN$22.4M · 0.18%
Valbruna Stainless, Inc. IN$18.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952039211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.