# Betz Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/betz-industries-inc-401k-plan

> Betz Industries, INC.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Betz Industries, INC.

- **Sponsor EIN:** 381243090

- **Sponsor Address:** 2121 BRISTOL AVENUE, N.W., GRAND RAPIDS, MI, 495041403

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

- **Total Participants:** 142

- **Total Assets:** $17.5M

## 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|142|$17.5M|$88,540|$711,859|

| 2023|136|$17.2M|$88,581|$698,178|

| 2022|147|$16.3M|$92,530|$760,994|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$65,504|—|$65,504|

| ROCKEFELLER CAPITAL MANAGEMENT|INVESTMENT ADVISORY|—|$31,537|$31,537|

| HELMHOLDT+COMPANY LLP, CPAS|AUDITOR|$14,370|—|$14,370|

| MERRILL LYNCH|INVESTMENT ADVISORY|—|$11,501|$11,501|

### Verified Provider Profiles

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

- [HELMHOLDT+COMPANY LLP, CPAS](https://planprovider.pro/provider/helmholdtcompany-llp) — AUDITOR

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $122,912

- **Estimated Expense Ratio:** 0.703% 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|$93,154|—|$78,784|$14,370|—|

| 2023|$60,517|—|$47,237|$13,280|—|

| 2022|$73,188|—|$60,578|—|$12,610|

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