# Beacon Residential Management Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/beacon-residential-management-lp-401k-plan

> Beacon Residential Management Limited Partnership's 401(k) plan: 763 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beacon Residential Management Limited Partnership

- **Sponsor EIN:** 043017184

- **Sponsor Address:** TWO CENTER PLAZA SUITE 700, BOSTON, MA, 02108

- **Plan Type:** 401(k)

- **Total Participants:** 763

- **Total Assets:** $69.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|763|$69.8M|$1.6M|$4.8M|

| 2023|793|$62.5M|$1.6M|$4.6M|

| 2022|692|$52.3M|$1.4M|$4.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$112,750|—|$112,750|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$80,797|—|$80,797|

| COHNREZNICK LLP|AUDITOR|$10,000|—|$10,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $203,547

- **Estimated Expense Ratio:** 0.292% 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|$203,547|$80,797|—|$10,000|—|

| 2023|$183,061|$69,988|—|$7,050|—|

| 2022|$137,437|$101,248|$36,189|—|—|

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