Plan Snapshot
- Plan Sponsor: Beacon Property Management,LLC.
- Sponsor EIN: 611325973
- Sponsor Address: 1244 SOUTH 4TH STREET, LOUISVILLE, KY, 40203
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $6.4M
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 | 136 | $6.4M | $318,673 | $510,301 |
| 2023 | 150 | $4.9M | $259,964 | $408,826 |
| 2022 | 125 | $3.5M | $291,311 | $261,554 |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES, LLC | ADVISOR | — | $9,478 | $9,478 |
| ASSUREDPARTNERS CAPITAL, INC. | ADVISOR | — | $6,131 | $6,131 |
| RFH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES, LLC — ADVISOR
- RFH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,609
- Estimated Expense Ratio: 0.244% 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 | $25,361 | — | $25,361 | — | — |
| 2023 | $16,394 | $3 | $15,456 | — | — |
| 2022 | — | — | — | — | — |