# Beaumont Retirement Services, INC 403(b) Plan
Source: https://planprovider.pro/companies/beaumont-retirement-services-inc-403b-plan

> Beaumont Retirement Services, INC's 403(b) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beaumont Retirement Services, INC

- **Sponsor EIN:** 232324586

- **Sponsor Address:** 601 NORTH ITHAN AVENUE, BRYN MAWR, PA, 190101700

- **Plan Type:** 403(b)

- **Total Participants:** 274

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|274|$15.5M|$442,257|$872,477|

| 2023|280|$13.6M|$420,991|$763,358|

| 2022|251|$11.3M|$400,675|$702,457|

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## 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|$27,694|—|$27,694|—|—|

| 2023|$18,559|—|$18,559|—|—|

| 2022|$22,939|—|$22,939|—|—|

## Similar Plans

- [Redstone Highlands](https://planprovider.pro/companies/redstone-highlands-403b-plan-004) — 278 participants

- [St Anne'S Retirement Community, INC](https://planprovider.pro/companies/st-anne-s-retirement-community-inc-401k-plan) — 279 participants

- [Success Rehabilitation, INC.](https://planprovider.pro/companies/success-rehabilitation-inc-plan-002) — 265 participants

- [Sarah A. Reed Children'S Center](https://planprovider.pro/companies/sarah-a-reed-children-s-center-401k-plan) — 263 participants

- [Menno Haven, INC.](https://planprovider.pro/companies/menno-haven-inc-403b-plan) — 262 participants

- [Acts Retirement - Life Communities, INC.](https://planprovider.pro/companies/acts-retirement-life-communities-inc-plan-003) — 260 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beaumont-retirement-services-inc-403b-plan)

© 2026 PlanProvider.Pro