# Beemok Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/beemok-capital-llc-401k-plan

> Beemok Capital LLC's 401(k) plan: 775 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beemok Capital LLC

- **Sponsor EIN:** 824578874

- **Sponsor Address:** 200 MEETING STREET, CHARLESTON, SC, 29401

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

- **Total Participants:** 775

- **Total Assets:** $46.5M

## 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|775|$46.5M|$1.8M|$3.5M|

| 2023|178|$24.2M|$870,732|$1.7M|

| 2022|131|$16.7M|$38,608|$65,561|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,717|—|$48,717|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$19,777|—|$19,777|

| WELLTH ADVISORY SERVICES LLC|ADVISOR|$13,039|—|$13,039|

| ELLIOTT DAVIS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [ELLIOTT DAVIS](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,533

- **Estimated Expense Ratio:** 0.175% 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|$81,533|$32,816|—|—|—|

| 2023|$36,599|$15,352|—|—|—|

| 2022|—|—|—|—|—|

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