Beasley Mezzanine Holdings, Llc 401(k) Plan
Sponsored by Beasley Mezzanine Holdings, Llc · EIN 593614163 · Plan #001
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 832
- With balances
- 1,255
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $82,883 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $56,893 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $23,752 |