Plan Snapshot
- Plan Sponsor: Beacon Healthcare Consulting LLC
- Sponsor EIN: 881261612
- Sponsor Address: 1600 E. ROLLINS STREET, MOBERLY, MO, 65270
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $414,986
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 | 440 | $414,986 | $0 | $199,303 |
| 2023 | 174 | $208,122 | $0 | $114,421 |
| 2022 | 86 | $64,015 | $0 | $66,903 |
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 |
|---|---|---|---|---|
| BLATT & DAUMAN LLP | Auditor | — | — | $0 |
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 | $16,736 | $1,020 | $15,716 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |