Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 50 | Direct payment from the plan | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pace Supply Corp. 401(k) Plan | Pace Supply | $99,359,090 | 1,426 | $30,000 |
| New Venture Fund 401(k) Profit Sharing Plan | New Venture Fund | $57,948,656 | 961 | $46,717 |
| Hall Capital Partners LLC 401(k) Plan | Hall Capital Partners | $50,652,556 | 348 | $12,999 |
| WRA, Inc. 401(k) Plan | WRA | $19,000,442 | 142 | $24,111 |
| Medium 401(k) Plan | Medium | $15,000,580 | 273 | $31,051 |
| Reliable Robotics Corporation 401(k) Plan | R2 Air Transportation Systems | $10,747,617 | 208 | $45,367 |
| Hopewell Fund 401(k) Plan | Hopewell Fund | $9,676,603 | 199 | $13,511 |
| Formation Bio 401(k) Plan | TrialSpark | $8,404,549 | 148 | $3,096 |
| Mountain Valley Child and Family Services, Inc. Profit Sharing and 401(k) Plan | Mountain Valley Child and Family Services | $8,374,842 | 527 | $17,173 |
| Ccintegration, Inc. 401(k) Plan | CCIntegration | $8,061,045 | 112 | $10,058 |
| 21ST Century Home Health Services 401(k) PSP | 21ST Century Home Health Services | $7,465,502 | 244 | $22,715 |
| Wonolo 401(k) Plan | Wonolo | $7,395,988 | 196 | $23,191 |
| Windward Fund 401(k) Plan | Windward Fund | $4,367,962 | 108 | $13,067 |
| CPT Retirement Plan | CPT | $3,376,666 | 124 | $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.