Plan Snapshot
- Plan Sponsor: Beckley'S Camping Center Beckley'S Camping Center
- Sponsor EIN: 521237815
- Sponsor Address: 11109 ANGLEBERGER RD., THURMONT, MD, 21788
- Plan Type: DC
- Total Participants: 132
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 132 | $18.3M | $687,393 | $482,937 |
| 2023 | 136 | $15.8M | $702,143 | $557,495 |
| 2022 | 141 | $12.3M | $869,685 | $622,942 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $123,657 | — | $123,657 |
| RBC CAPITAL MARKETS, LLC | INVESTMENT ADVISORY | — | $40,233 | $40,233 |
| LSWG, P.A. | ACCOUNTANT | — | $13,950 | $13,950 |
| PRIME BENEFITS INC. | CONTRACT ADMINISTRATOR | $1,924 | $11,810 | $13,734 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS, LLC — INVESTMENT ADVISORY
- LSWG, P.A. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,574
- Estimated Expense Ratio: 1.049% 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 | $113,346 | — | $113,346 | — | — |
| 2023 | $83,723 | — | $83,723 | — | — |
| 2022 | $75,289 | — | $75,289 | — | — |