Plan Snapshot
- Plan Sponsor: A.H. Beck Foundation Co., INC.
- Sponsor EIN: 741202926
- Sponsor Address: 9014 GREEN ROAD, CONVERSE, TX, 78109
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 314 | $12.0M | $0 | $618,973 |
| 2023 | 308 | $10.5M | $0 | $645,643 |
| 2022 | 245 | $8.8M | $0 | $609,473 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $14,899 | — | $14,899 |
| MARCADO ASSET MANAGEMENT LLC | NONE | $11,250 | — | $11,250 |
| RUSSON JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,149
- Estimated Expense Ratio: 0.217% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $26,149 | $11,250 | $14,899 | — | — |
| 2023 | $25,902 | $11,250 | $14,652 | — | — |
| 2022 | $26,233 | $11,250 | $14,983 | — | — |