Plan Snapshot
- Plan Sponsor: Bevilacqua Research Corporation
- Sponsor EIN: 631069131
- Sponsor Address: 4901 B CORPORATE DRIVE, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 291
- Total Assets: $28.2M
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. |
|---|---|---|---|---|
| 2025 | 291 | $28.2M | $0 | $0 |
| 2024 | 131 | $24.7M | $310,868 | $1.2M |
| 2023 | 120 | $23.0M | $330,498 | $1.2M |
| 2022 | 136 | $21.5M | $379,959 | $1.4M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $21,997 | — | $21,997 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $13,499 | — | $13,499 |
| SYNOVUS SECURITIES | Investment Advisor | — | $7,462 | $7,462 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,958
- Estimated Expense Ratio: 0.152% 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 |
|---|---|---|---|---|---|
| 2025 | $2,000,183 | $21,997 | — | — | — |
| 2024 | $925 | — | — | — | — |
| 2023 | $994 | — | — | — | — |
| 2022 | $1,144 | — | — | — | — |