Plan Snapshot
- Plan Sponsor: Beall'S INC.
- Sponsor EIN: 590243800
- Sponsor Address: 1806 38TH AVENUE EAST, BRADENTON, FL, 34208
- Plan Type: 401(k)
- Total Participants: 10,138
- Total Assets: $118.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 10,138 | $118.2M | $2.1M | $15.2M |
| 2023 | 10,519 | $106.7M | $2.3M | $14.3M |
| 2022 | 9,967 | $92.4M | $2.1M | $12.7M |
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 |
|---|---|---|---|---|
| CS&L CPAS, P.A. | Auditor | — | — | $0 |
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 | $490,807 | — | $490,807 | — | — |
| 2023 | $369,210 | — | $361,713 | — | — |
| 2022 | $341,291 | — | $334,022 | — | — |