Plan Snapshot
- Plan Sponsor: Beasley Mezzanine Holdings, LLC
- Sponsor EIN: 593614163
- Sponsor Address: 3033 RIVIERA DRIVE SUITE 200, NAPLES, FL, 34103
- Plan Type: 401(k)
- Total Participants: 832
- Total Assets: $116.2M
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 | 832 | $116.2M | $0 | $5.9M |
| 2023 | 980 | $108.0M | $138 | $6.3M |
| 2022 | 1,069 | $93.5M | $0 | $6.3M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $82,883 | — | $82,883 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $56,893 | — | $56,893 |
| VANGUARD ADVISERS INC. | NONE | $23,752 | — | $23,752 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,528
- Estimated Expense Ratio: 0.141% 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 | $161,379 | — | — | — | — |
| 2023 | $195,016 | — | — | — | — |
| 2022 | $174,240 | — | — | — | — |