Plan Snapshot
- Plan Sponsor: Beekman 1802, INC.
- Sponsor EIN: 824711315
- Sponsor Address: 200 HARBORSIDE DR 4TH FLOOR, SCHENECTADY, NY, 12305
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 95 | $5.2M | $321,198 | $627,952 |
| 2023 | 159 | $4.0M | $305,960 | $546,150 |
| 2022 | 192 | $2.9M | $316,564 | $606,980 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $23,739 | $11,525 | $12,214 | — | — |
| 2023 | $18,996 | $8,131 | $10,865 | — | — |
| 2022 | $18,096 | $6,531 | $7,354 | — | $4,211 |