# Beyel Brothers, INC. 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/beyel-brothers-inc-401-k-plan-401k-plan

> Beyel Brothers, INC. 401(K) Plan&#39;s 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beyel Brothers, INC. 401(K) Plan

- **Sponsor EIN:** 592937835

- **Sponsor Address:** 550 CIDCO ROAD, COCOA, FL, 32926

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

- **Total Participants:** 427

- **Total Assets:** $9.6M

## 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.|

| 2024|427|$9.6M|$226,325|$888,481|

| 2023|382|$8.4M|$185,868|$797,194|

| 2022|377|$6.8M|$205,951|$813,066|

## 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|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$34,715|—|$34,715|

| OAKSTREET WEALTH MANAGEMENT|INVESTMENT ADVISOR|$10,000|—|$10,000|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|—|$7,565|$7,565|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,280

- **Estimated Expense Ratio:** 0.543% 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|$44,715|$10,000|—|—|—|

| 2023|$45,432|$10,000|—|—|—|

| 2022|$44,829|$10,000|—|—|$34,829|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beyel-brothers-inc-401-k-plan-401k-plan)

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