Plan Snapshot
- Plan Sponsor: Be Ok Resources LLC
- Sponsor EIN: 862751245
- Sponsor Address: 15900 N 78TH ST, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 349
- Total Assets: $843,952
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 349 | $843,952 | $0 | $0 |
| 2024 | 103 | $631,377 | $0 | $188,956 |
| 2023 | 133 | $583,302 | $124,591 | $248,724 |
| 2022 | 155 | $300,294 | $161,563 | $169,358 |
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 |
|---|---|---|---|---|
| GUSTO RETIREMENT SERVICES, LLC | Recordkeeper | $10,526 | — | $10,526 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,526
- Estimated Expense Ratio: 1.247% 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 |
|---|---|---|---|---|---|
| 2025 | $90,536 | $735 | — | — | — |
| 2024 | $9,442 | $447 | — | — | — |
| 2023 | $5,145 | $354 | — | — | — |
| 2022 | $24,753 | — | — | — | — |