Plan Snapshot
- Plan Sponsor: Beekley Corporation
- Sponsor EIN: 060626742
- Sponsor Address: 1 PRESTIGE LANE, BRISTOL, CT, 06010
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $27.3M
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 | 98 | $27.3M | $742,375 | $698,516 |
| 2023 | 93 | $27.5M | $642,062 | $697,617 |
| 2022 | 84 | $22.5M | $606,072 | $602,449 |
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 |
|---|---|---|---|---|
| CMC ADVISORS INC. | Other Service Provider | $67,378 | — | $67,378 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,378
- Estimated Expense Ratio: 0.247% 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 | $70,633 | $67,378 | — | — | — |
| 2023 | $61,203 | $59,797 | — | — | — |
| 2022 | $60,515 | $58,370 | — | — | — |