Plan Ledger DOL Form 5500 · updated monthly

Beasley Mezzaanine Holdings, LLC401(k)

BEASLEY MEZZANINE HOLDINGS, LLC 401(K) PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

Beasley Mezzaanine Holdings, LLC reported $161,379 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 290th-largest of 3,644 plans among Florida employers on file, and the 190th of 786 in management of companies. active participation has shrunk from 1,069 to 832 since 2022.

Plan summary
Net assets, end of year$116,172,097
Participants with balances1,255
Active participants832
Employer contributions—
Employee contributions$5,909,965
Employer contribution per active participant—
Average account balance$92,567
Benefits paid to participants$13,016,911
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$116.2M · 1,255 accts
2023$108.0M · 1,375 accts · $138 emplr
2022$93.5M · 1,418 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$82,883
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$56,893
VANGUARD ADVISERS INC. · Investment advisory (participants)$23,752

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$161,379 · 0.14%
2023$195,016 · 0.19%
2022$174,240 · 0.17%
Similar plansManagement of Companies · Florida
Roper Technologies, Inc. FL$1.6B · 0.07%
Teco Energy, Inc. FL$1.1B · 0.02%
Brambles USA, Inc. FL$304.5M · 0.04%
Santafe Healthcare, Inc. FL$105.2M · 0.11%
Ares Holdings LLC FL$56.5M · 0.26%
Brph Companies, Inc. FL$55.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593614163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.