# Beacon Sales Acquisition, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beacon-sales-acquisition-inc-401k-plan

> Beacon Sales Acquisition, INC.'s 401(k) plan: 7,320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SC AND H ATTEST SERVICES, PC](https://planprovider.pro/provider/scandh-attest-services-pc) — NONE

- [ARENTFOX SCHIFF LLP](https://planprovider.pro/provider/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|—|—|

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