# Beckley Water Company DB Plan
Source: https://planprovider.pro/companies/beckley-water-company-550121880-001

> Beckley Water Company's DB plan: 64 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Beckley Water Company

- **Sponsor EIN:** 550121880

- **Sponsor Address:** 119 SOUTH HEBER STREET, BECKLEY, WV, 25801

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 64

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|64|$13.1M|$0|$0|

| 2024|24|$12.5M|$0|$0|

| 2023|27|$11.9M|$111,140|$0|

| 2022|30|$11.1M|$0|$0|

## 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|

| CITY NATIONAL BANK|Other Service Provider|$35,000|—|$35,000|

| PRINCIPAL LIFE INSURANCE COMPANY|Other Service Provider|$8,830|—|$8,830|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,830

- **Estimated Expense Ratio:** 0.334% 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|

| 2025|$845,329|—|—|—|—|

| 2024|$803,489|—|—|—|—|

| 2023|$729,179|—|—|—|—|

| 2022|$672,714|—|—|—|—|

## Similar Plans

- [Tyler Mountain Water Company, INC.](https://planprovider.pro/companies/tyler-mountain-water-company-inc-401k-plan) — 24 participants

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