# Beall'S INC. 401(k) Plan
Source: https://planprovider.pro/companies/beall-s-inc-401k-plan

> Beall'S INC.'s 401(k) plan: 10,138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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