Plan Snapshot
- Plan Sponsor: Beck'S Superior Hybrids, INC.
- Sponsor EIN: 351139823
- Sponsor Address: 6767 E. 276TH STREET, ATLANTA, IN, 46031
- Plan Type: 401(k)
- Total Participants: 1,061
- Total Assets: $109.1M
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 | 1,061 | $109.1M | $2.5M | $8.4M |
| 2023 | 1,001 | $87.5M | $2.2M | $7.3M |
| 2022 | 929 | $66.8M | $1.9M | $6.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $86,020 | — | $86,020 |
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $28,641 | — | $28,641 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,661
- Estimated Expense Ratio: 0.105% 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 | $114,661 | $28,641 | — | — | — |
| 2023 | $87,904 | $17,988 | — | — | — |
| 2022 | $98,850 | — | — | — | — |