Plan Snapshot
- Plan Sponsor: Bekins A-1 Movers, INC
- Sponsor EIN: 541867481
- Sponsor Address: 7357 MERCHANT CT, LAKEWOOD RANCH, FL, 34240
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $10.1M
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 | 330 | $10.1M | $56,228 | $764,071 |
| 2023 | 316 | $9.0M | $48,262 | $630,452 |
| 2022 | 222 | $7.6M | $42,540 | $555,650 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $10,578 | — | $10,578 |
| MMQ ASSOCIATES P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MMQ ASSOCIATES P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,578
- Estimated Expense Ratio: 0.104% 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 | $10,579 | — | — | — | — |
| 2023 | $8,256 | — | — | — | — |
| 2022 | $7,431 | — | — | — | — |