# Beta Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/beta-group-inc-401k-plan

> Beta Group, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beta Group, INC.

- **Sponsor EIN:** 050398907

- **Sponsor Address:** 701 GEORGE WASHINGTON HIGHWAY, LINCOLN, RI, 02865

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

- **Total Participants:** 163

- **Total Assets:** $42.2M

## 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|163|$42.2M|$341,017|$2.0M|

| 2023|170|$38.6M|$321,894|$1.8M|

| 2022|155|$31.8M|$298,014|$1.6M|

## 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|

| MINSK, GOULD, TATTRIE & LUSSIER, LL|Auditor|—|—|$0|

## 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|$48,616|$16,945|$7,606|—|—|

| 2023|$49,034|$21,613|$27,421|—|—|

| 2022|$38,479|$21,271|$17,208|—|—|

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