Plan Snapshot
- Plan Sponsor: Beshenich Muir & Associates
- Sponsor EIN: 263505674
- Sponsor Address: 2700 8TH AVENUE SW, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $14.1M
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 | 201 | $14.1M | $1.2M | $1.2M |
| 2023 | 178 | $10.9M | $1.2M | $1.1M |
| 2022 | 215 | $8.7M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL | NONE | $128,581 | — | $128,581 |
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL — NONE
- BMSS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,581
- Estimated Expense Ratio: 0.911% 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 | $32,045 | — | $32,045 | — | — |
| 2023 | $33,789 | — | $33,789 | — | — |
| 2022 | $34,283 | — | $34,283 | — | — |