Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
F.R. BELL & ASSOCIATES, INC.
EIN 92-0128211mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
52
801 W FIREWEED LN - ANCHORAGE, AK 995031893907-274-5257frobertbell.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 52 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
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN
401k
Assets$3.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN | 401k | $3.5M | 34 | 2025 | |
| 003 | F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 18 | 2024 |
Retirement plans