Plan Snapshot
- Plan Sponsor: Beta Group INC.
- Sponsor EIN: 050398907
- Sponsor Address: 701 GEORGE WASHINGTON HIGHWAY, LINCOLN, RI, 02865
- Plan Type: DC
- Total Participants: 154
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $30.1M | $1.6M | $0 |
| 2023 | 148 | $23.3M | $820,390 | $0 |
| 2022 | 143 | $18.1M | $651,308 | $0 |
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 | 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 | $2,749 | — | — | — | — |
| 2023 | $2,754 | — | — | — | — |
| 2022 | $2,260 | — | — | — | — |