Plan Snapshot
- Plan Sponsor: Beldon Roofing & Remodeling Co.
- Sponsor EIN: 741316691
- Sponsor Address: 5039 WEST AVENUE, SAN ANTONIO, TX, 78213
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $6.8M
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 | 115 | $6.8M | $0 | $456,045 |
| 2023 | 141 | $7.4M | $0 | $442,413 |
| 2022 | 130 | $7.0M | $0 | $464,649 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,123 | $26,357 | $18,766 | — | — |
| 2023 | $45,639 | $24,952 | $20,687 | — | — |
| 2022 | $48,770 | $26,449 | $22,321 | — | — |