Beasley Mezzanine Holdings, LLC

64
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (76)
Highest in Peer Group (92)

Plan Description

Beasley Mezzanine Holdings, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Total Plan Cost. Beasley Mezzanine Holdings, LLC 401k Plan currently has over 1,700 active participants and over $75.9M in plan assets.

Did you know?

For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (64) and the top rated plan (92) could equate to:
17
Additional years of work
130,371
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3033 Riviera Drive Suite 200
  • Location
    Naples , FL
  • 34103
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Shaun Greening
  • Sponsor
    Caroline Beasley
  • Net Plan Assets
    $75,900,000
  • Total Participants
    1,700
  • Avg Account Balance
    $49,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Q Squared Solutions LLC 76.1
Granite Equity Partners 75.0
Tosoh America 74.9
E.D. & F. Man Holdings 74.7
JSJ 73.3
Pregis LLC 68.9

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 23%
16%
Vanguard 500 Index 11%
15%
American Funds EuroPacific Growth 11%
41%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Vanguard Group
Recordkeeper
Vanguard Group
Consultant
Vanguard Group
Investment Adviser
CAPTRUST Financial Advisors
Consultant
CAPTRUST Financial Advisors
Auditor
Crowe Horwath LLP

Articles and Questions

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