Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Three Bell Capital LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Three Bell Capital LLC is named as a service provider on the Schedule C of 30 retirement plans with 100 or more participants for plan year 2024, covering 18,555 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $807K. Per plan, the median was $72.31 per participant, with the middle half of plans between $44.98 and $115. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (20), District of Columbia (3) and Texas (2).
In 2018 it appeared on 13 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $44.98 | $72.31 | $115 |
| Compensation as a share of plan net assets | 0.09% | 0.15% | 0.28% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Twilio 401(k) Plan | Twilio Inc. | CA | 5,753 | $628M | $72K |
| Flagship Holding Profit Sharing and 401(k) Plan | Flagship Enterprises Holding | TX | 2,258 | $27.9M | $38K |
| Pace Supply Corp. 401(k) Plan | Pace Supply Corporation | CA | 1,738 | $99.4M | $30K |
| New Venture Fund 401(k) Profit Sharing Plan | New Venture Fund | DC | 984 | $57.9M | $47K |
| Francois Freres USA, Inc. 401(k) Profit Sharing Plan | Francois Freres USA, Inc. | CA | 781 | $10.7M | $23K |
| Impossible Foods 401(k) Plan | Impossible Foods, Inc. | CA | 765 | $55.3M | $34K |
| Three Way 401(k) Plan | Three Way Logistics, Inc. | CA | 684 | $15.7M | $36K |
| Mountain Valley Child and Family Services, Inc. Profit Sharing and 401(k) Plan | Mountain Valley Child and Family Services, Inc. | CA | 527 | $8.4M | $17K |
| Sauce Labs, Inc. 401(k) Profit Sharing Plan | Sauce Labs, Inc. | CA | 428 | $22.9M | $28K |
| 21st Century Home Health Services 401(k) PSP | 21st Century Home Health Services, Inc. | CA | 420 | $7.5M | $23K |
| 247.AI, Inc. 401(k) Plan | 24 7.AI, Inc. | CA | 362 | $35.3M | $42K |
| Hall Capital Partners LLC 401(k) Plan | Hall Capital Partners LLC | CA | 358 | $50.7M | $13K |
| Discopylabs 401(k) Plan | Discopylabs | CA | 319 | $8.0M | $23K |
| The Archer School for Girls 403(b) DC Plan | The Archer School for Girls | CA | 315 | $32.7M | $23K |
| Crystal Springs Uplands School Defined Contribution Retirement Plan | Crystal Springs Uplands School | CA | 285 | $49.0M | $14K |
| Medium 401(k) Plan | A Medium Corporation | DE | 278 | $15.0M | $31K |
| Wine.com Retirement Trust | Wine.com | CA | 228 | $14.7M | $24K |
| Awesome 401(k) Plan | Awesome | CA | 222 | $42.5M | $67K |
| Reliable Robotics Corporation 401(k) Plan | Reliable Robotics Corporation | CA | 209 | $10.7M | $45K |
| Wonolo 401(k) Plan | Wonolo Inc. | OR | 201 | $7.4M | $23K |
| Hopewell Fund 401(k) Plan | Hopewell Fund | DC | 199 | $9.7M | $14K |
| Formation Bio 401(k) Plan | Trialspark, Inc. | NY | 182 | $8.4M | $3,096 |
| Strivr Labs 401(k) Plan | Strivr Labs, Inc. | CA | 159 | $8.9M | $28K |
| Ir Labs de, LLC 401(k) Plan | Ir Labs de, LLC | IA | 155 | $4.8M | $15K |
| Wra, Inc. 401(k) Plan | Wra, Inc. | CA | 144 | $19.0M | $24K |
| Crihb 401(k) Profit Sharing Plan | California Rural Indian Health Board, Inc. | CA | 132 | $6.4M | $18K |
| CPT Retirement Plan | CPT, Inc. | WI | 127 | $3.4M | $14K |
| Ccintegration, Inc. 401(k) Plan | Ccintegration Inc. | TX | 123 | $8.1M | $10K |
| Flipboard, Inc. 401(k) Plan | Flipboard, Inc. | CA | 110 | $14.8M | $17K |
| Windward Fund 401(k) Plan | Windward Fund | DC | 109 | $4.4M | $13K |
Questions and answers
How many plans does Three Bell Capital LLC serve?
30 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Three Bell Capital LLC?
The median plan reported $72.31 per participant in direct and indirect compensation (30 plans reporting an amount), or 0.15% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (24 plans), Investment advisory (participants) (3 plans), Recordkeeping and information management (1 plans) and Trustee (bank, trust company, or similar financial institution) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.