Filings through .
Filed December 6, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK10+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $163,161 |
32 funds of $250K or more; 21 lines in all, holding $107M of the plan's $109M. From the 2025 filing. Recordkeeper: Bell Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $46.9M | 43.9% |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price · Mutual fund | $11.8M | 11.1% |
| Bell Moderate Growth Fund Manager not matched · Collective trust | $10.4M | 9.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.7M | 7.2% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $4.0M | 3.7% |
| Bell Balanced Fund Manager not matched · Mutual fund | $3.9M | 3.7% |
| Bell Aggressive Growth Fund Manager not matched · Mutual fund | $3.6M | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 3.0% |
| American Euro Pacific Growth R6 Capital Group · Mutual fund | $2.7M | 2.6% |
| Galliard Stable Return Fund M Allspring · Mutual fund | $2.3M | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.