Plan Snapshot
- Plan Sponsor: Beacon Sales Acquisition, INC.
- Sponsor EIN: 364173366
- Sponsor Address: 505 HUNTMAR PARK DRIVE, HERNDON, VA, 20170
- Plan Type: 401(k)
- Total Participants: 7,320
- Total Assets: $653.9M
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 | 7,320 | $653.9M | $17.5M | $44.8M |
| 2023 | 7,075 | $573.2M | $15.9M | $41.7M |
| 2022 | 6,311 | $469.9M | $13.2M | $34.4M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | NONE | $470,191 | — | $470,191 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | NONE | $201,015 | — | $201,015 |
| CAPFINANCIAL PARTNERS LLC | NONE | $60,556 | — | $60,556 |
| SC AND H ATTEST SERVICES, PC | NONE | $26,900 | — | $26,900 |
| TRUIST BANK | NONE | $20,187 | — | $20,187 |
| ARENTFOX SCHIFF LLP | NONE | $17,820 | — | $17,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES, IN — NONE
- SC AND H ATTEST SERVICES, PC — NONE
- ARENTFOX SCHIFF LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $796,669
- Estimated Expense Ratio: 0.122% 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 | $801,256 | $40,375 | $538,896 | $14,989 | — |
| 2023 | $703,097 | $60,563 | — | $32,500 | — |
| 2022 | $722,368 | — | $722,368 | — | — |