Plan Snapshot
- Plan Sponsor: Beachfleischman PLLC
- Sponsor EIN: 860683059
- Sponsor Address: P.O. BOX 64130, TUCSON, AZ, 857284130
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $51.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $51.6M | $2.2M | $2.0M |
| 2023 | 203 | $46.3M | $1.9M | $1.9M |
| 2022 | 186 | $41.5M | $1.9M | $1.9M |
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 |
|---|---|---|---|---|
| WALLACE, PLESE & DREHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE, PLESE & DREHER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $162,435 | $113,022 | $5,950 | — | — |
| 2023 | $146,406 | $101,906 | $6,130 | — | — |
| 2022 | $147,331 | $142,251 | $5,080 | — | — |