# Beaver Street Fisheries LLC 401(k) Plan
Source: https://planprovider.pro/companies/beaver-street-fisheries-inc-401k-plan

> Beaver Street Fisheries LLC's 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beaver Street Fisheries LLC

- **Sponsor EIN:** 590737364

- **Sponsor Address:** 1741 W BEAVER ST, JACKSONVILLE, FL, 322097526

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

- **Total Participants:** 227

- **Total Assets:** $34.7M

## 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|227|$34.7M|$826,014|$1.7M|

| 2023|225|$31.6M|$409,101|$1.7M|

| 2022|229|$27.2M|$951,176|$1.6M|

## 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|

| NORTHWESTERN MUTUAL WEALTH MGMT CO|ADVISOR|$46,306|—|$46,306|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,525|—|$11,525|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,127|—|$7,127|

| PIVOT CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL WEALTH MGMT CO](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PIVOT CPAS](https://planprovider.pro/provider/pivot-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,958

- **Estimated Expense Ratio:** 0.187% 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|$64,450|$57,831|—|—|—|

| 2023|$53,657|$48,306|$300|—|—|

| 2022|$36,204|$3,190|—|—|—|

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