Plan Snapshot
- Plan Sponsor: Beyond Finance, LLC
- Sponsor EIN: 274222275
- Sponsor Address: 222 NORTH LASALLE STREET SUITE 1600, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 2,366
- Total Assets: $39.7M
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 | 2,366 | $39.7M | $4.3M | $8.5M |
| 2023 | 1,734 | $24.8M | $3.0M | $6.0M |
| 2022 | 1,048 | $12.1M | $1.5M | $3.1M |
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 |
|---|---|---|---|---|
| CHANNEL WEALTH | Investment Advisor | $48,313 | — | $48,313 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $26,225 | — | $26,225 |
| WILSHIRE ASSOCIATES | Investment Advisor | $16,243 | — | $16,243 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
- WILSHIRE ASSOCIATES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,781
- Estimated Expense Ratio: 0.228% 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 | $192,348 | — | $192,348 | — | — |
| 2023 | $120,884 | $40,083 | $16,199 | — | — |
| 2022 | $24,645 | $8,516 | $3,219 | — | — |