Plan Ledger DOL Form 5500 · updated monthly

Bell Partners Inc.401(k)

BELL PARTNERS INC. 401(K) RETIREMENT PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Bell Partners Inc. reported $144,944 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,533 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 0.44% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 332nd-largest of 2,005 plans among North Carolina employers on file, and the 240th of 2,096 in real estate & leasing. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 1,810 to 2,071 since 2022.

Plan summary
Net assets, end of year$59,246,070
Participants with balances1,227
Active participants2,071
Employer contributions$3,173,939
Employee contributions$5,916,581
Employer contribution per active participant$1,533
Average account balance$48,285
Benefits paid to participants$6,424,814
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.2M · 1,227 accts · $3.2M emplr
2023$48.7M · 963 accts · $2.6M emplr
2022$41.2M · 1,019 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,944
Investment management$1,498
Audit (IQPA)$10,000
Total administrative$144,944
The Bell Partners Inc. 401(k) match · 2024
Employer contribution per active participant$1,533
Median for plans this size$3,635
2024$1,533 per active participant
2023$1,363 per active participant
2022$1,117 per active participant

Bell Partners Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$72,944
THE LAMPO GROUP, LLC · Consulting · Other services$25,502
MARSH INSURANCE & INVESTMENTS LLC · Consulting$21,000
MMS SECURITIES · Consulting$14,000
SMITH LEONARD PLLC · Accounting / audit · Consulting$10,000

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

Administrative cost history3
2024$144,944 · 0.27%
2023$287,399 · 0.64%
2022$191,110 · 0.44%
Same employer
Similar plansReal Estate & Leasing · North Carolina
Ttx Company NC$154.1M · 0.06%
Quarterra Services, LLC NC$62.9M · 0.45%
Foundry Commercial, LLC NC$48.7M · 0.11%
Crescent Communities, LLC NC$44.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561148631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.