BELL BANK
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served35+2 YoYRank #471 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #3298
Fees received$2MMedian $37,594/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BELL BANK plan look like?
Service mix · median fees per plan
Count of plans where BELL BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Participant loan processing; Investment management; Investment management fees paid indirectly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 27 | $38,399 | |
Participant loan processing; Trustee (bank, trust company, or similar financial institution); Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment management fees paid indirectly by planCode 10 | 2 | -$10,505 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Contract AdministratorCode 13 | 1 | $32,246 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Investment management fees paid indirectly by plan; Participant loan processing; Direct payment from the plan; Securities brokerage commissions and fees; Trustee (bank, trust company, or similar financial institution); Plan AdministratorCode 14 | 1 | $329,044 | |
Investment advisory (plan); Direct payment from the plan; Consulting (general)Code 16 | 1 | $7,500 | |
Redemption fees; Other fees; Investment advisory (participants)Code 26 | 1 | $140,288 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $16,250 | |
Securities brokerage commissions and fees; Investment managementCode 28 | 1 | $5,788 |
Competitor overlap
Percent of BELL BANK's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BELL BANK.
| Sponsor | From | Assets |
|---|---|---|
BUTLER MACHINERY COMPANYND · 450113700-004 | SMARTDOLLAR | $231M |
INTERSTATE ENGINEERING, INC.ND · 450333441-004 | (new plan) | $45M |
DAKOTA SPECIALTY ENTERPRISESND · 810953937-001 | T ROWE PRICE RPS INC | $28M |
BARRETT AG SERVICE, INC.MN · 411572322-001 | EDWARD JONES | $6M |
Plans lost in 2024
Appeared last year under BELL BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHWEST CONTRACTING, INC.ND · 450426751-001 | BRAVERA WEALTH | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BLUE CROSS BLUE SHIELD OF NORTH DAKOTAND · 450173185-003 | $500M | 4,732 | $329,044 | 10y | - |
STATE BANKSHARES, INC.ND · 450412162-002 | $319M | 2,262 | $32,944 | 10y | - |
BUTLER MACHINERY COMPANYND · 450113700-004 | $231M | 1,295 | $16,250 | 2y | 1 |
MCNEILUS STEEL, INC.MN · 411224472-001 | $109M | 835 | $163,161 | 10y | - |
FORUM COMMUNICATIONS COMPANY 401(K)ND · 450129560-004 | $91M | 1,122 | $140,288 | 10y | 1 |
TFC, INC.ND · 450361974-001 | $82M | 1,624 | $149,295 | 10y | 2 |
INTERSTATE ENGINEERING, INC.ND · 450333441-004 | $46M | 181 | $5,788 | 2y | - |
DAKOTA FENCE COMPANYND · 450338622-001 | $34M | 512 | $73,854 | 10y | 2 |
SCHEELS ALL SPORTS, INC.ND · 450306649-003 | $33M | 8,453 | $123,998 | 10y | 1 |
STONERIDGE COMPANIES, LLCND · 301123712-001 | $33M | 369 | -$71,858 | 6y | - |
Flag exposure
74.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into BELL BANK.
- BELL BANK
- BELL BANK WEALTH MANAGEMENT
- BELL BNK
- BELL LITHO INC DBA DISTCOM DIVISION
- BELL LITHO, INC DBA DISTCOM
- BELL STATE BANK
- BELL STATE BANK & TRUST
- BELL STATE BANK AND TRUST
- BELL-LITHCO, INC
- BELL-LITHCO, INC.
- THE BELL COMPANY LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BELL BANK's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 2.86% | 26.94% | -24.08 pp |
| Late contributions | 13 | 37.14% | 1.71% | +35.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 13 | 37.14% | 1.76% | +35.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BELL BANK. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).