Plan Snapshot
- Plan Sponsor: Beisser'S, INC.
- Sponsor EIN: 420985105
- Sponsor Address: 3705 SE BEISSER DRIVE, GRIMES, IA, 50111
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $16.1M
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 | 165 | $16.1M | $320,107 | $1.1M |
| 2023 | 158 | $16.5M | $289,591 | $1.0M |
| 2022 | 157 | $13.3M | $251,368 | $947,857 |
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 |
|---|---|---|---|---|
| BERGANKDV, LTD | Auditor | $19,424 | — | $19,424 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,424
- Estimated Expense Ratio: 0.121% 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 | $98,372 | $33,287 | $45,661 | $19,424 | — |
| 2023 | $82,664 | $28,652 | $36,688 | $17,324 | — |
| 2022 | $79,920 | — | $79,920 | — | — |