Plan Snapshot
- Plan Sponsor: Beyond Health Management Solutions, LLC
- Sponsor EIN: 830800233
- Sponsor Address: 2813 SOUTH MAYHILL ROAD, DENTON, TX, 76208
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $1.2M
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 | 25 | $1.2M | $47,941 | $180,574 |
| 2023 | 218 | $1.3M | $70,606 | $253,308 |
| 2022 | 243 | $895,250 | $69,638 | $232,056 |
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 |
|---|---|---|---|---|
| TURNER, STONE & COMPANY, L.L.P. | 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 | $6,719 | — | $6,719 | — | — |
| 2023 | $2,414 | — | $2,414 | — | — |
| 2022 | $1,988 | — | $1,988 | — | — |