# Beam Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/beam-associates-llc-401k-plan

> Beam Associates, LLC's 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beam Associates, LLC

- **Sponsor EIN:** 463047184

- **Sponsor Address:** 301 COMMERCE BLVD, P.O. BOX 1128, OLDSMAR, FL, 34677

- **Plan Type:** 401(k)

- **Total Participants:** 314

- **Total Assets:** $7.6M

## 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|314|$7.6M|$335,211|$910,974|

| 2023|249|$6.4M|$286,510|$805,246|

| 2022|265|$5.0M|$288,052|$841,839|

## 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|

| VALLEY FORGE INVESTMENT CONSULTANT|SERVICE PROVIDER|—|$34,886|$34,886|

| HACKER, JOHNSON & SMITH PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HACKER, JOHNSON & SMITH PA](https://planprovider.pro/provider/hacker-johnson-and-smith-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,886

- **Estimated Expense Ratio:** 0.460% 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|$31,540|—|$18,540|—|—|

| 2023|$10,820|—|$8,730|—|—|

| 2022|$15,770|—|—|—|$15,770|

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