401k Record

Providers › Three Bell Capital LLC

Three Bell Capital LLC

Plans listing this provider

14

0.02% of the 56,420 plans with Schedule H financials; 10 in 2023

Assets of those plans

$309,832,098

0.00% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$306,944

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)14
50Direct payment from the plan3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Pace Supply Corp. 401(k) PlanPace Supply $99,359,0901,426$30,000
New Venture Fund 401(k) Profit Sharing PlanNew Venture Fund $57,948,656961$46,717
Hall Capital Partners LLC 401(k) PlanHall Capital Partners $50,652,556348$12,999
WRA, Inc. 401(k) PlanWRA $19,000,442142$24,111
Medium 401(k) PlanMedium $15,000,580273$31,051
Reliable Robotics Corporation 401(k) PlanR2 Air Transportation Systems $10,747,617208$45,367
Hopewell Fund 401(k) PlanHopewell Fund $9,676,603199$13,511
Formation Bio 401(k) PlanTrialSpark $8,404,549148$3,096
Mountain Valley Child and Family Services, Inc. Profit Sharing and 401(k) PlanMountain Valley Child and Family Services $8,374,842527$17,173
Ccintegration, Inc. 401(k) PlanCCIntegration $8,061,045112$10,058
21ST Century Home Health Services 401(k) PSP21ST Century Home Health Services $7,465,502244$22,715
Wonolo 401(k) PlanWonolo $7,395,988196$23,191
Windward Fund 401(k) PlanWindward Fund $4,367,962108$13,067
CPT Retirement PlanCPT $3,376,666124$13,888

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.