Plan Snapshot
- Plan Sponsor: Beyer Services, LLC
- Sponsor EIN: 823840525
- Sponsor Address: 16110 HOLLISTER STREET, HOUSTON, TX, 770661408
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $19.2M
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. |
|---|---|---|---|---|
| 2024 | 336 | $19.2M | $680,719 | $1.1M |
| 2023 | 338 | $18.4M | $642,288 | $930,992 |
| 2022 | 306 | $15.4M | $541,734 | $815,566 |
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 |
|---|---|---|---|---|
| BOK FINANCIAL ASSET MANAGEMENT INC. | NONE | $18,236 | — | $18,236 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $7,410 | $7,410 |
| RYAN + MANN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- RYAN + MANN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,646
- Estimated Expense Ratio: 0.133% 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 | $18,236 | $1,315 | — | — | — |
| 2023 | $10,755 | — | — | — | — |
| 2022 | $8,051 | — | $8,051 | — | — |