# Beasley Mezzanine Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/beasley-mezzaanine-holdings-llc-401k-plan

> Beasley Mezzanine Holdings, LLC's 401(k) plan: 832 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-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|—|—|—|—|

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