Plan Snapshot
- Plan Sponsor: Beelman Truck Company
- Sponsor EIN: 371047673
- Sponsor Address: ONE RACEHORSE DRIVE, EAST ST. LOUIS, IL, 622051001
- Plan Type: 401(k)
- Total Participants: 963
- Total Assets: $45.1M
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 | 963 | $45.1M | $2.3M | $4.3M |
| 2023 | 920 | $38.9M | $1.9M | $2.8M |
| 2022 | 954 | $30.6M | $1.6M | $2.7M |
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 |
|---|---|---|---|---|
| WEALTH ADVISORY SERVICES, LLC | SERVICE PROVIDER | — | $31,629 | $31,629 |
| GLOBAL RETIREMENT PARTNERS, LLC | SERVICE PROVIDER | — | $30,691 | $30,691 |
| ASCENSUS C/O FUTUREPLAN | THIRD PARTY ADMINISTRATO | — | $19,820 | $19,820 |
| STANLEY, DIRNBERGER, HOPPER ASSP | SERVICE PROVIDER | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — SERVICE PROVIDER
- ASCENSUS C/O FUTUREPLAN — THIRD PARTY ADMINISTRATO
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,140
- Estimated Expense Ratio: 0.196% 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 | $244,219 | — | $244,219 | — | — |
| 2023 | $221,498 | — | $221,498 | — | — |
| 2022 | $104,417 | — | $104,417 | — | — |