Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
JAMES F. BELL DVM PA
EIN 20-2186097Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$949K assets
Welfare
0
Participants
20
8223 FM 471 S - CASTROVILLE, TX 78039830-931-9439
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $949K assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JAMES F. BELL DVM PA CASH BALANCE PLAN
CashBalance
Assets$821K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JAMES F BELL DVM PA 401(K) PLAN
401k
Assets$128K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES F. BELL DVM PA CASH BALANCE PLAN | CashBalance | $821K | 11 | 2025 | |
| 001 | JAMES F BELL DVM PA 401(K) PLAN | 401k | $128K | 9 | 2025 |
Retirement plans