Plan Snapshot
- Plan Sponsor: Beech Acres
- Sponsor EIN: 310536663
- Sponsor Address: 615 ELSINORE PLACE SUITE 500, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 162 | $5.9M | $0 | $0 |
| 2024 | 155 | $5.1M | $0 | $0 |
| 2023 | 149 | $4.6M | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,514 | — | $55,514 | — | — |
| 2024 | $53,184 | $21,426 | $24,554 | — | — |
| 2023 | $46,317 | $20,283 | $21,934 | — | $4,100 |