# Beltmann Group Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/beltmann-group-incorporated-401k-plan

> Beltmann Group Incorporated's 401(k) plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beltmann Group Incorporated

- **Sponsor EIN:** 411287134

- **Sponsor Address:** 2480 LONG LAKE RD., ROSEVILLE, MN, 55113

- **Plan Type:** 401(k)

- **Total Participants:** 543

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|543|$23.7M|$0|$2.2M|

| 2023|574|$23.5M|$0|$2.1M|

| 2022|380|$20.1M|$204|$1.8M|

## 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|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERGANKDV](https://planprovider.pro/provider/bergankdv-ltd) — 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|$94,433|$28,000|—|—|—|

| 2023|$74,037|$28,000|$46,037|—|—|

| 2022|$74,270|$27,999|$44,934|—|—|

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