# Beverly Industries, LLC 401(k) Plan
Source: https://planprovider.pro/companies/beverly-industries-llc-401k-plan

> Beverly Industries, LLC's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beverly Industries, LLC

- **Sponsor EIN:** 721012384

- **Sponsor Address:** 1215 RIVER ROAD, BRIDGE CITY, LA, 70094

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

- **Total Participants:** 133

- **Total Assets:** $5.7M

## 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|133|$5.7M|$199,755|$443,688|

| 2023|135|$4.9M|$200,599|$469,523|

| 2022|137|$3.7M|$203,199|$481,550|

## 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|

| BOURGEOIS BENNETT LLC|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|$7,719|—|$7,719|—|—|

| 2023|$7,547|—|$7,547|—|—|

| 2022|$11,154|—|$11,154|—|—|

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