# Betz Industries, INC. DB Plan
Source: https://planprovider.pro/companies/betz-industries-inc-plan-001

> Betz Industries, INC.'s DB plan: 101 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:** DB

- **Total Participants:** 101

- **Total Assets:** $16.2M

## 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|101|$16.2M|$0|$0|

| 2023|100|$16.0M|$0|$0|

| 2022|101|$14.8M|$0|$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|

| HELMHOLDT+COMPANY LLP, CPAS|AUDITOR|$26,230|—|$26,230|

| PRINCIPAL GLOBAL INVESTORS, LLC|INVESTMENT ADVISORY|$11,063|—|$11,063|

| PRINCIPAL LIFE ISURANCE COMPANY|CONTRACT ADMINISTRATOR|$9,015|—|$9,015|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,308

- **Estimated Expense Ratio:** 0.286% 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|$65,498|$11,063|$9,015|$26,230|—|

| 2023|$48,444|$10,547|$7,201|—|—|

| 2022|$40,469|$10,978|$879|—|$11,980|

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