Plan Snapshot
- Plan Sponsor: Beitzel Corporate Services
- Sponsor EIN: 521144641
- Sponsor Address: 333 CORPORATE DRIVE, GRANTSVILLE, MD, 21536
- Plan Type: 401(k)
- Total Participants: 600
- Total Assets: $34.1M
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. |
|---|---|---|---|---|
| 2024 | 600 | $34.1M | $779,783 | $2.4M |
| 2023 | 556 | $28.3M | $640,325 | $2.0M |
| 2022 | 461 | $23.5M | $605,557 | $1.7M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | SERVICE PROVIDER | $1,990 | $43,186 | $45,176 |
| CBIZ BENEFITS & INSURANCE SERVICES | TPA | — | $26,755 | $26,755 |
| THE RODEHEAVER GROUP P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RODEHEAVER GROUP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,931
- Estimated Expense Ratio: 0.211% 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 | $120,417 | $1,288 | $117,279 | — | — |
| 2023 | $90,777 | $261 | $85,692 | — | — |
| 2022 | $80,920 | — | $80,920 | — | — |