Plan Snapshot
- Plan Sponsor: Burdette Beckmann, INC.
- Sponsor EIN: 592611439
- Sponsor Address: 5851 JOHNSON STREET, HOLLYWOOD, FL, 330215635
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $22.2M
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 | 182 | $22.2M | $520,236 | $1.3M |
| 2023 | 165 | $17.9M | $472,967 | $1.2M |
| 2022 | 154 | $13.9M | $403,743 | $965,743 |
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 |
|---|---|---|---|---|
| DE LA HOZ, PEREZ & BARBEITO, PLLC | 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 | $85,103 | — | $85,103 | — | — |
| 2023 | $65,063 | — | $65,063 | — | — |
| 2022 | $62,590 | — | $62,590 | — | — |