Plan Snapshot
- Plan Sponsor: Beacon Tri-State Solutions INC.
- Sponsor EIN: 320277555
- Sponsor Address: 51332 ORO DRIVE, SHELBY TOWNSHIP, MI, 48315
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $5.1M
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 | 309 | $5.1M | $288,374 | $462,586 |
| 2023 | 366 | $4.2M | $34,409 | $441,961 |
| 2022 | 346 | $3.8M | $155,674 | $484,761 |
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 |
|---|---|---|---|---|
| MRPR GROUP PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MRPR GROUP PC — Auditor
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 | $44,533 | — | — | — | — |
| 2023 | $40,801 | — | — | — | — |
| 2022 | $39,279 | — | — | — | — |