# Beech Acres 401(k) Plan
Source: https://planprovider.pro/companies/beech-acres-310536663-002

> Beech Acres's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beech Acres

- **Sponsor EIN:** 310536663

- **Sponsor Address:** 615 ELSINORE PLACE SUITE 500, CINCINNATI, OH, 45202

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

- **Plan Number:** 002

- **Total Participants:** 162

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|162|$5.9M|$246,851|$601,777|

| 2023|155|$5.1M|$204,391|$526,999|

| 2022|149|$4.6M|$216,997|$524,864|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|Recordkeeper|$1,450|$24,937|$26,387|

| MARINER WEALTH ADVISORS, LLC|Other Service Provider|$24,327|—|$24,327|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,714

- **Estimated Expense Ratio:** 0.856% 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|$55,514|—|$55,514|—|—|

| 2023|$53,184|$21,426|$24,554|—|—|

| 2022|$46,317|$20,283|$21,934|—|$4,100|

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