Filings through .
Bell Bank
Matched across 5 name variants in the filings
Analytics
Market position · 2024
Plans served36+3 YoYRank #493 of mapped providers
Assets under administration$2.1B0.0%Rank #3680 by share of filed assets
Fees received$2MMedian $43,611/planSum across Schedule C direct + indirect
Net wins YoY+14 won - 3 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Bell Bank as recordkeeper and list their funds in their filing.
Plans
30
$1.01B in funds
In collective trusts
28%
average plan
In Bell Bank funds
0%
average plan
In index funds
32%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 28 |
| T. Rowe Price | 17 |
| JPMorgan | 15 |
| Capital Group | 12 |
| Federated Hermes | 11 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 14 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.