Plan Ledger DOL Form 5500 · updated monthly

Beemok Capital LLC401(k)

BEEMOK CAPITAL LLC PLAN · CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Beemok Capital LLC reported $81,533 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,385 per active participant. 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 1 year on file its reported administrative ratio rose from 0.18% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 127th-largest of 807 plans among South Carolina employers on file, and the 292nd of 786 in management of companies. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 131 to 775 since 2022.

Plan summary
Net assets, end of year$46,473,670
Participants with balances782
Active participants775
Employer contributions$1,848,110
Employee contributions$3,517,833
Employer contribution per active participant$2,385
Average account balance$59,429
Benefits paid to participants$3,578,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.5M · 782 accts · $1.8M emplr
2023$24.2M · 185 accts · $871K emplr
2022$16.7M · 115 accts · $39K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,717
Investment management$32,816
Total administrative$81,533
The Beemok Capital LLC 401(k) match · 2024
Employer contribution per active participant$2,385
Median for plans this size$2,416
2024$2,385 per active participant
2023$4,892 per active participant
2022$295 per active participant

Beemok Capital LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,717
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$19,777
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$13,039

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

Administrative cost history3
2024$81,533 · 0.23%
2023$36,599 · 0.18%
2022Not separately reported
Same employer
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Avis Industrial Corporation IN$47.7M · 0.25%
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Diploma Holdings, Inc FL$46.8M · 0.23%
Aethon Energy Operating LLC TX$46.8M · 0.01%
Fresh Direct Holdings, Inc. NY$45.6M · 0.92%
Jmac, Inc. OH$45.5M · 0.28%
Transact Campus AZ$45.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824578874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.