# R.W. Beckett Corporation 401(k) Plan
Source: https://planprovider.pro/companies/r-w-beckett-corporation-401k-plan

> R.W. Beckett Corporation's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R.W. Beckett Corporation

- **Sponsor EIN:** 340673444

- **Sponsor Address:** 38521 CENTER RIDGE ROAD, NORTH RIDGEVILLE, OH, 440392835

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

- **Total Participants:** 273

- **Total Assets:** $38.9M

## 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|273|$38.9M|$1.4M|$1.6M|

| 2023|293|$36.6M|$1.3M|$1.6M|

| 2022|300|$33.3M|$1.3M|$1.5M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$24,728|—|$24,728|

| HIGHLAND CONSULTING ASSOCIATES|ADVISORY|$9,904|—|$9,904|

| MEADEN & MOORE, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,632

- **Estimated Expense Ratio:** 0.089% 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|$12,403|—|$12,403|—|—|

| 2023|$21,007|$9,292|$11,715|—|—|

| 2022|$12,083|—|$12,083|—|—|

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