Civic Intelligence

Bell Investment Advisors Inc.

Plan context: Bell Investment Advisors Inc. 401(K) Plan

EIN 94-3129063 • 34 filings • 7 plans

Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$8,967,132

2025 Contributions

$480,697

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,967,132$4,483,566$0200520152025YearValue
$8,967,132Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580200520152025YearValue
13Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025113$8,967,132$480,697$36,977iApproximate average salary by contribution assumption: employee only about $924,417 at 4% or $616,278 at 6%; with 50% employer match about $616,278 at 4% or $410,852 at 6%; with 100% employer match about $462,209 at 4% or $308,139 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$8,967,132$480,697$36,977iApproximate average salary by contribution assumption: employee only about $924,417 at 4% or $616,278 at 6%; with 50% employer match about $616,278 at 4% or $410,852 at 6%; with 100% employer match about $462,209 at 4% or $308,139 at 6%.
2024115$7,146,545$469,340$31,289iApproximate average salary by contribution assumption: employee only about $782,233 at 4% or $521,489 at 6%; with 50% employer match about $521,489 at 4% or $347,659 at 6%; with 100% employer match about $391,117 at 4% or $260,744 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-15$7,146,545$469,340$31,289iApproximate average salary by contribution assumption: employee only about $782,233 at 4% or $521,489 at 6%; with 50% employer match about $521,489 at 4% or $347,659 at 6%; with 100% employer match about $391,117 at 4% or $260,744 at 6%.
2023115$6,167,687$488,939$32,596iApproximate average salary by contribution assumption: employee only about $814,898 at 4% or $543,266 at 6%; with 50% employer match about $543,266 at 4% or $362,177 at 6%; with 100% employer match about $407,449 at 4% or $271,633 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-15$6,167,687$488,939$32,596iApproximate average salary by contribution assumption: employee only about $814,898 at 4% or $543,266 at 6%; with 50% employer match about $543,266 at 4% or $362,177 at 6%; with 100% employer match about $407,449 at 4% or $271,633 at 6%.
2022113$5,369,156$453,963$34,920iApproximate average salary by contribution assumption: employee only about $873,006 at 4% or $582,004 at 6%; with 50% employer match about $582,004 at 4% or $388,003 at 6%; with 100% employer match about $436,503 at 4% or $291,002 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$5,369,156$453,963$34,920iApproximate average salary by contribution assumption: employee only about $873,006 at 4% or $582,004 at 6%; with 50% employer match about $582,004 at 4% or $388,003 at 6%; with 100% employer match about $436,503 at 4% or $291,002 at 6%.
2021114$5,742,557$489,256$34,947iApproximate average salary by contribution assumption: employee only about $873,671 at 4% or $582,448 at 6%; with 50% employer match about $582,448 at 4% or $388,298 at 6%; with 100% employer match about $436,836 at 4% or $291,224 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-14$5,742,557$489,256$34,947iApproximate average salary by contribution assumption: employee only about $873,671 at 4% or $582,448 at 6%; with 50% employer match about $582,448 at 4% or $388,298 at 6%; with 100% employer match about $436,836 at 4% or $291,224 at 6%.
2020114$4,784,233$390,552$27,897iApproximate average salary by contribution assumption: employee only about $697,414 at 4% or $464,943 at 6%; with 50% employer match about $464,943 at 4% or $309,962 at 6%; with 100% employer match about $348,707 at 4% or $232,471 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-14$4,784,233$390,552$27,897iApproximate average salary by contribution assumption: employee only about $697,414 at 4% or $464,943 at 6%; with 50% employer match about $464,943 at 4% or $309,962 at 6%; with 100% employer match about $348,707 at 4% or $232,471 at 6%.
2019113$4,152,623$346,334$26,641iApproximate average salary by contribution assumption: employee only about $666,027 at 4% or $444,018 at 6%; with 50% employer match about $444,018 at 4% or $296,012 at 6%; with 100% employer match about $333,013 at 4% or $222,009 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$4,152,623$346,334$26,641iApproximate average salary by contribution assumption: employee only about $666,027 at 4% or $444,018 at 6%; with 50% employer match about $444,018 at 4% or $296,012 at 6%; with 100% employer match about $333,013 at 4% or $222,009 at 6%.
2018112$3,779,558$359,746$29,979iApproximate average salary by contribution assumption: employee only about $749,471 at 4% or $499,647 at 6%; with 50% employer match about $499,647 at 4% or $333,098 at 6%; with 100% employer match about $374,735 at 4% or $249,824 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-12$3,779,558$359,746$29,979iApproximate average salary by contribution assumption: employee only about $749,471 at 4% or $499,647 at 6%; with 50% employer match about $499,647 at 4% or $333,098 at 6%; with 100% employer match about $374,735 at 4% or $249,824 at 6%.
2017213$3,785,678$866,698$66,669iApproximate average salary by contribution assumption: employee only about $1,666,727 at 4% or $1,111,151 at 6%; with 50% employer match about $1,111,151 at 4% or $740,768 at 6%; with 100% employer match about $833,363 at 4% or $555,576 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$3,785,678$866,698$66,669iApproximate average salary by contribution assumption: employee only about $1,666,727 at 4% or $1,111,151 at 6%; with 50% employer match about $1,111,151 at 4% or $740,768 at 6%; with 100% employer match about $833,363 at 4% or $555,576 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-0---
2016213$6,949,487$406,667$31,282iApproximate average salary by contribution assumption: employee only about $782,052 at 4% or $521,368 at 6%; with 50% employer match about $521,368 at 4% or $347,579 at 6%; with 100% employer match about $391,026 at 4% or $260,684 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$5,222,588$406,667$31,282iApproximate average salary by contribution assumption: employee only about $782,052 at 4% or $521,368 at 6%; with 50% employer match about $521,368 at 4% or $347,579 at 6%; with 100% employer match about $391,026 at 4% or $260,684 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-12$1,726,899--
2015213$7,239,237$444,809$34,216iApproximate average salary by contribution assumption: employee only about $855,402 at 4% or $570,268 at 6%; with 50% employer match about $570,268 at 4% or $380,179 at 6%; with 100% employer match about $427,701 at 4% or $285,134 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$5,506,159$279,138$21,472iApproximate average salary by contribution assumption: employee only about $536,804 at 4% or $357,869 at 6%; with 50% employer match about $357,869 at 4% or $238,579 at 6%; with 100% employer match about $268,402 at 4% or $178,935 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-12$1,733,078$165,671$13,806iApproximate average salary by contribution assumption: employee only about $345,148 at 4% or $230,099 at 6%; with 50% employer match about $230,099 at 4% or $153,399 at 6%; with 100% employer match about $172,574 at 4% or $115,049 at 6%.
2014214$6,768,432$537,945$38,425iApproximate average salary by contribution assumption: employee only about $960,616 at 4% or $640,411 at 6%; with 50% employer match about $640,411 at 4% or $426,940 at 6%; with 100% employer match about $480,308 at 4% or $320,205 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-14$5,223,969$252,450$18,032iApproximate average salary by contribution assumption: employee only about $450,804 at 4% or $300,536 at 6%; with 50% employer match about $300,536 at 4% or $200,357 at 6%; with 100% employer match about $225,402 at 4% or $150,268 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-13$1,544,463$285,495$21,961iApproximate average salary by contribution assumption: employee only about $549,029 at 4% or $366,019 at 6%; with 50% employer match about $366,019 at 4% or $244,013 at 6%; with 100% employer match about $274,514 at 4% or $183,010 at 6%.
2013214$5,986,615$504,840$36,060iApproximate average salary by contribution assumption: employee only about $901,500 at 4% or $601,000 at 6%; with 50% employer match about $601,000 at 4% or $400,667 at 6%; with 100% employer match about $450,750 at 4% or $300,500 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-14$4,978,424$240,375$17,170iApproximate average salary by contribution assumption: employee only about $429,241 at 4% or $286,161 at 6%; with 50% employer match about $286,161 at 4% or $190,774 at 6%; with 100% employer match about $214,621 at 4% or $143,080 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-14$1,008,191$264,465$18,890iApproximate average salary by contribution assumption: employee only about $472,259 at 4% or $314,839 at 6%; with 50% employer match about $314,839 at 4% or $209,893 at 6%; with 100% employer match about $236,129 at 4% or $157,420 at 6%.
2012215$4,514,333$565,198$37,680iApproximate average salary by contribution assumption: employee only about $941,997 at 4% or $627,998 at 6%; with 50% employer match about $627,998 at 4% or $418,665 at 6%; with 100% employer match about $470,998 at 4% or $313,999 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-13$3,899,858$292,455$22,497iApproximate average salary by contribution assumption: employee only about $562,413 at 4% or $374,942 at 6%; with 50% employer match about $374,942 at 4% or $249,962 at 6%; with 100% employer match about $281,207 at 4% or $187,471 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-15$614,475$272,743$18,183iApproximate average salary by contribution assumption: employee only about $454,572 at 4% or $303,048 at 6%; with 50% employer match about $303,048 at 4% or $202,032 at 6%; with 100% employer match about $227,286 at 4% or $151,524 at 6%.
2011315$3,727,717$2,019,182$134,612iApproximate average salary by contribution assumption: employee only about $3,365,303 at 4% or $2,243,536 at 6%; with 50% employer match about $2,243,536 at 4% or $1,495,690 at 6%; with 100% employer match about $1,682,652 at 4% or $1,121,768 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-11$3,425,390$1,717,087$156,099iApproximate average salary by contribution assumption: employee only about $3,902,470 at 4% or $2,601,647 at 6%; with 50% employer match about $2,601,647 at 4% or $1,734,431 at 6%; with 100% employer match about $1,951,235 at 4% or $1,300,823 at 6%.
Bell Investment Advisors Inc. Employee Stock Ownership Plan-15$302,095$302,095$20,140iApproximate average salary by contribution assumption: employee only about $503,492 at 4% or $335,661 at 6%; with 50% employer match about $335,661 at 4% or $223,774 at 6%; with 100% employer match about $251,746 at 4% or $167,831 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-0$232--
2010213$3,562,602$314,800$24,215iApproximate average salary by contribution assumption: employee only about $605,385 at 4% or $403,590 at 6%; with 50% employer match about $403,590 at 4% or $269,060 at 6%; with 100% employer match about $302,692 at 4% or $201,795 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-11$1,984,162$314,800$28,618iApproximate average salary by contribution assumption: employee only about $715,455 at 4% or $476,970 at 6%; with 50% employer match about $476,970 at 4% or $317,980 at 6%; with 100% employer match about $357,727 at 4% or $238,485 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-13$1,578,440--
2009215$3,014,699$383,468$25,565iApproximate average salary by contribution assumption: employee only about $639,113 at 4% or $426,076 at 6%; with 50% employer match about $426,076 at 4% or $284,050 at 6%; with 100% employer match about $319,557 at 4% or $213,038 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-11$1,587,083$344,748$31,341iApproximate average salary by contribution assumption: employee only about $783,518 at 4% or $522,345 at 6%; with 50% employer match about $522,345 at 4% or $348,230 at 6%; with 100% employer match about $391,759 at 4% or $261,173 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-15$1,427,616$38,720$2,581iApproximate average salary by contribution assumption: employee only about $64,533 at 4% or $43,022 at 6%; with 50% employer match about $43,022 at 4% or $28,681 at 6%; with 100% employer match about $32,267 at 4% or $21,511 at 6%.
2008215$2,153,721$760,031$50,669iApproximate average salary by contribution assumption: employee only about $1,266,718 at 4% or $844,479 at 6%; with 50% employer match about $844,479 at 4% or $562,986 at 6%; with 100% employer match about $633,359 at 4% or $422,239 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-15$1,179,017$510,908$34,061iApproximate average salary by contribution assumption: employee only about $851,513 at 4% or $567,676 at 6%; with 50% employer match about $567,676 at 4% or $378,450 at 6%; with 100% employer match about $425,757 at 4% or $283,838 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-14$974,704$249,123$17,795iApproximate average salary by contribution assumption: employee only about $444,863 at 4% or $296,575 at 6%; with 50% employer match about $296,575 at 4% or $197,717 at 6%; with 100% employer match about $222,431 at 4% or $148,288 at 6%.
2007214$2,145,398$669,001$47,786iApproximate average salary by contribution assumption: employee only about $1,194,645 at 4% or $796,430 at 6%; with 50% employer match about $796,430 at 4% or $530,953 at 6%; with 100% employer match about $597,322 at 4% or $398,215 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-12$1,189,439$197,495$16,458iApproximate average salary by contribution assumption: employee only about $411,448 at 4% or $274,299 at 6%; with 50% employer match about $274,299 at 4% or $182,866 at 6%; with 100% employer match about $205,724 at 4% or $137,149 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-14$955,959$471,506$33,679iApproximate average salary by contribution assumption: employee only about $841,975 at 4% or $561,317 at 6%; with 50% employer match about $561,317 at 4% or $374,211 at 6%; with 100% employer match about $420,988 at 4% or $280,658 at 6%.
2006210$1,258,377$533,372$53,337iApproximate average salary by contribution assumption: employee only about $1,333,430 at 4% or $888,953 at 6%; with 50% employer match about $888,953 at 4% or $592,636 at 6%; with 100% employer match about $666,715 at 4% or $444,477 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-10$838,991$113,986$11,399iApproximate average salary by contribution assumption: employee only about $284,965 at 4% or $189,977 at 6%; with 50% employer match about $189,977 at 4% or $126,651 at 6%; with 100% employer match about $142,483 at 4% or $94,988 at 6%.
Bell Investment Advisors Inc. Cash Balance Plan-10$419,386$419,386$41,939iApproximate average salary by contribution assumption: employee only about $1,048,465 at 4% or $698,977 at 6%; with 50% employer match about $698,977 at 4% or $465,984 at 6%; with 100% employer match about $524,233 at 4% or $349,488 at 6%.
200519$591,421$528,314$58,702iApproximate average salary by contribution assumption: employee only about $1,467,539 at 4% or $978,359 at 6%; with 50% employer match about $978,359 at 4% or $652,240 at 6%; with 100% employer match about $733,769 at 4% or $489,180 at 6%.
Bell Investment Advisors Inc. 401(K) Plan-9$591,421$528,314$58,702iApproximate average salary by contribution assumption: employee only about $1,467,539 at 4% or $978,359 at 6%; with 50% employer match about $978,359 at 4% or $652,240 at 6%; with 100% employer match about $733,769 at 4% or $489,180 at 6%.