Plan Snapshot
- Plan Sponsor: Beer & Slabaugh, INC.
- Sponsor EIN: 351016793
- Sponsor Address: 23965 US 6 EAST RR 1, NAPPANEE, IN, 46550
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 171
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 171 | $19.9M | $0 | $0 |
| 2024 | 139 | $19.4M | $286,593 | $441,863 |
| 2023 | 144 | $17.1M | $285,333 | $413,329 |
| 2022 | 123 | $14.5M | $247,946 | $397,770 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $27,471 | — | $27,471 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $25,000 | — | $25,000 |
| HAINES ISENBARGER & SKIBA LLC | Auditor | $12,000 | — | $12,000 |
| RETIREMENT PLAN CONCEPTS & SERVICES | Other Service Provider | $8,765 | — | $8,765 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,236
- Estimated Expense Ratio: 0.367% 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 |
|---|---|---|---|---|---|
| 2025 | $3,184,420 | — | $2,140 | — | — |
| 2024 | $83,696 | — | $1,960 | — | — |
| 2023 | $47,487 | — | $1,110 | — | — |
| 2022 | $47,721 | — | — | — | — |