Bell Ford, Inc. 401(k) Plan: Login, Facts & Contact Information

Bell Ford, Inc. 401(k) Plan Facts

Plan name
THE BERGE GROUP RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BELL FORD, INC.
Participants
940 (1,245 active employees)
Former employees with a balance
323
Plan assets
$39,255,771 at Dec 31, 2024
Average account balance
$41,365 across 949 accounts
Employer contributions
$397,688 in plan year 2024 (10% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1980
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.82 million went into the plan in contributions, $397,688 of it from the employer (10%).
  • $4.17 million was paid out to participants.
  • Investment and other income added $5.56 million.
  • Administrative expenses were $19,169, about $20 per account.

How the Bell Ford, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019788$25.8 million$159,742$1.11 million
2020837$28.4 million$173,799$3.52 million
2021773$33.4 million$255,997$1.88 million
20221,256$29.3 million$327,149$1.93 million
2023928$34.1 million$341,296$3.70 million
2024940$39.3 million$397,688$4.17 million

Bell Ford, Inc. 401(k) Contact Information

Phone
602-866-1776
Mailing address
2401 W BELL RD, PHOENIX AZ 850233203
Plan sponsor
BELL FORD, INC.
Employer identification number (EIN)
86-0372486
Plan number
001

Questions about the Bell Ford, Inc. 401(k)

Does Bell Ford, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $397,688, 10% of all contributions.

Does the Bell Ford, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bell Ford, Inc 401(k) plan?

940 participants at the start of plan year 2024, 1,245 of them active employees, and 323 former employees who still had money in the plan.

What is the average 401(k) balance at Bell Ford, Inc?

About $41,365 per account: $39.3 million in plan assets across 949 accounts with a balance at the end of plan year 2024.

Who manages the Bell Ford, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bell Ford, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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